WIA

World Investment Advisors Portfolio holdings

AUM $4.88B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.2M
3
+$19.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$13.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M

Top Sells

1
+$22.4M
2
+$22.1M
3
+$20.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$11.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$11.3M

Sector Composition

1 Energy 1.06%
2 Technology 1.05%
3 Consumer Staples 0.95%
4 Consumer Discretionary 0.79%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$498K 0.11%
6,357
127
$493K 0.11%
5,966
+316
128
$491K 0.11%
16,520
+220
129
$482K 0.11%
3,916
-2,277
130
$482K 0.11%
6,707
+1,043
131
$474K 0.11%
2,213
-521
132
$471K 0.11%
1,985
-359
133
$471K 0.11%
+10,325
134
$468K 0.11%
7,680
-6,958
135
$462K 0.11%
10,110
+477
136
$461K 0.11%
4,194
-5,685
137
$458K 0.11%
7,301
-3,344
138
$457K 0.1%
22,572
-3,350
139
$443K 0.1%
6,282
-3,274
140
$435K 0.1%
+10,640
141
$435K 0.1%
10,608
+7
142
$434K 0.1%
6,428
-80
143
$432K 0.1%
+8,589
144
$428K 0.1%
14,395
145
$418K 0.1%
+5,605
146
$416K 0.1%
4,478
-63
147
$413K 0.09%
1,571
-394
148
$411K 0.09%
3,068
+24
149
$410K 0.09%
14,850
-300
150
$397K 0.09%
1,888
-1,039
4 5
6
7 8