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
$482M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.58M
3
+$970K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$957K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$840K

Top Sells

1
+$5.35M
2
+$1.73M
3
+$1.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$854K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$818K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.6%
3 Energy 1.19%
4 Healthcare 1.02%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$467K 0.1%
11,568
-18,400
152
$462K 0.1%
7,959
+137
153
$456K 0.09%
9,296
+185
154
$450K 0.09%
5,691
+22
155
$449K 0.09%
2,532
-111
156
$447K 0.09%
4,278
-905
157
$445K 0.09%
5,627
+6
158
$441K 0.09%
8,997
-2,809
159
$435K 0.09%
1,760
+8
160
$434K 0.09%
8,958
-55
161
$431K 0.09%
3,164
-35
162
$428K 0.09%
8,642
+3,784
163
$428K 0.09%
4,274
+253
164
$428K 0.09%
3,824
165
$420K 0.09%
6,592
+1,228
166
$416K 0.09%
4,933
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167
$404K 0.08%
7,938
-58
168
$399K 0.08%
6,678
-1,082
169
$391K 0.08%
1,537
-67
170
$388K 0.08%
13,714
171
$383K 0.08%
4,179
-87
172
$383K 0.08%
14,200
173
$380K 0.08%
1,378
-21
174
$377K 0.08%
7,588
+190
175
$376K 0.08%
2,372
+6
5 6
7
8 9