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
$223M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 3.5%
2 Consumer Discretionary 2.33%
3 Technology 2.04%
4 Consumer Staples 1.82%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$81K 0.04%
+32,008
152
$72K 0.03%
+12,600
153
$69K 0.03%
+606
154
$64K 0.03%
+10,825
155
$43K 0.02%
+5,833
156
$43K 0.02%
+23,500
157
$32K 0.01%
+2,000