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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$556K 0.11%
2,612
-8
127
$554K 0.11%
5,879
128
$550K 0.11%
2,072
+100
129
$542K 0.1%
2,689
-210
130
$542K 0.1%
5,966
131
$538K 0.1%
11,256
+61
132
$534K 0.1%
14,972
-5,089
133
$519K 0.1%
14,850
134
$517K 0.1%
10,963
-5,170
135
$507K 0.1%
10,695
-2,525
136
$504K 0.1%
+6,700
137
$501K 0.1%
8,941
+2,560
138
$494K 0.1%
+12,218
139
$492K 0.1%
11,640
-9,030
140
$490K 0.09%
13,465
-1,630
141
$487K 0.09%
5,762
-516
142
$482K 0.09%
14,408
-2,922
143
$472K 0.09%
+9,243
144
$459K 0.09%
6,286
-30
145
$455K 0.09%
1,915
+328
146
$453K 0.09%
+15,207
147
$449K 0.09%
6,118
+153
148
$445K 0.09%
6,104
-2,370
149
$439K 0.09%
5,249
+448
150
$431K 0.08%
10,389
-10,772
4 5
6
7 8