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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$409K 0.09%
2,764
152
$405K 0.09%
1,194
-18
153
$403K 0.09%
16,106
-1,446
154
$403K 0.09%
19,440
+440
155
$402K 0.09%
2,455
-145
156
$399K 0.09%
7,850
157
$398K 0.09%
+2,602
158
$391K 0.09%
15,608
-2,620
159
$384K 0.09%
1,438
+465
160
$383K 0.09%
2,371
+156
161
$381K 0.09%
23,401
+1,500
162
$381K 0.09%
1,362
163
$379K 0.09%
2,726
+64
164
$378K 0.09%
2,831
-1,004
165
$373K 0.08%
3,647
+582
166
$372K 0.08%
8,413
+1,695
167
$372K 0.08%
14,200
+200
168
$355K 0.08%
2,100
-12
169
$353K 0.08%
2,640
-140
170
$352K 0.08%
4,492
+754
171
$343K 0.08%
11,499
172
$342K 0.08%
991
-78
173
$336K 0.08%
13,500
+1,600
174
$330K 0.07%
+6,737
175
$326K 0.07%
13,192
5 6
7
8 9