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
$436M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.2M
3
+$19.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$13.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M

Top Sells

1
+$22.4M
2
+$22.1M
3
+$20.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$11.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$11.3M

Sector Composition

1 Energy 1.06%
2 Technology 1.05%
3 Consumer Staples 0.95%
4 Consumer Discretionary 0.79%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$393K 0.09%
12,811
+1,855
152
$390K 0.09%
5,939
+410
153
$387K 0.09%
8,722
154
$383K 0.09%
4,625
+694
155
$377K 0.09%
3,125
+1,020
156
$375K 0.09%
5,553
+108
157
$360K 0.08%
+2,374
158
$357K 0.08%
1,720
-216
159
$355K 0.08%
729
-297
160
$354K 0.08%
6,045
-2,611
161
$349K 0.08%
2,004
-5,749
162
$349K 0.08%
7,782
+328
163
$349K 0.08%
+4,678
164
$343K 0.08%
6,050
+35
165
$343K 0.08%
1,941
-238
166
$339K 0.08%
20,097
-154
167
$337K 0.08%
+29,009
168
$331K 0.08%
6,394
-109
169
$328K 0.08%
3,644
170
$319K 0.07%
+21,339
171
$314K 0.07%
21,490
-2,390
172
$312K 0.07%
4,912
+192
173
$304K 0.07%
9,275
-4,945
174
$302K 0.07%
+7,129
175
$297K 0.07%
7,532
-95
5 6
7
8 9