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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.31M 0.2%
150,217
+4,546
127
$6.16M 0.19%
103,969
+36,863
128
$6.15M 0.19%
50,672
+43,075
129
$6.08M 0.19%
+199,840
130
$6.04M 0.19%
216,561
+13,740
131
$5.99M 0.19%
56,065
+1,554
132
$5.95M 0.19%
80,709
-1,471
133
$5.94M 0.19%
70,971
+67,690
134
$5.91M 0.19%
96,110
+5,859
135
$5.88M 0.18%
+139,072
136
$5.86M 0.18%
6,549
+5,594
137
$5.85M 0.18%
149,437
+145,216
138
$5.7M 0.18%
25,905
-16,292
139
$5.61M 0.18%
58,367
+45,615
140
$5.55M 0.17%
+191,996
141
$5.55M 0.17%
21,219
+6,449
142
$5.55M 0.17%
+28,763
143
$5.51M 0.17%
+39,264
144
$5.49M 0.17%
88,022
+56,620
145
$5.47M 0.17%
+87,703
146
$5.37M 0.17%
+129,771
147
$5.36M 0.17%
+69,080
148
$5.33M 0.17%
9,088
+7,403
149
$5.3M 0.17%
+67,871
150
$5.23M 0.16%
+50,667
4 5
6
7 8