WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.15M 0.19%
231,101
+23,571
127
$8.15M 0.19%
59,942
+7,023
128
$8.12M 0.18%
334,805
+181,370
129
$8M 0.18%
128,262
-77,970
130
$7.98M 0.18%
182,313
+23,290
131
$7.8M 0.18%
315,973
-8,236
132
$7.77M 0.18%
+84,181
133
$7.61M 0.17%
287,189
+48,437
134
$7.6M 0.17%
71,946
+106
135
$7.6M 0.17%
37,746
-693
136
$7.55M 0.17%
56,400
+13,000
137
$7.53M 0.17%
130,743
+764
138
$7.51M 0.17%
158,707
+7,705
139
$7.39M 0.17%
80,648
+7,782
140
$7.36M 0.17%
91,807
+4,167
141
$7.35M 0.17%
25,777
+599
142
$7.33M 0.17%
38,041
+14,067
143
$7.3M 0.17%
108,630
+5,261
144
$7.26M 0.17%
115,789
+20,298
145
$7.23M 0.16%
26,847
+1,728
146
$7.15M 0.16%
168,763
+63,873
147
$7.13M 0.16%
67,069
-1,417
148
$7.13M 0.16%
76,428
+52,832
149
$7.11M 0.16%
438,640
+143,536
150
$7.11M 0.16%
53,328
+18,475
4 5
6
7 8