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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$424K 0.08%
2,795
+611
152
$420K 0.08%
6,893
-382
153
$411K 0.08%
6,773
+1,760
154
$409K 0.08%
9,014
+335
155
$403K 0.08%
3,066
156
$395K 0.08%
3,400
+1,438
157
$394K 0.08%
4,540
+1,210
158
$392K 0.08%
6,251
-99
159
$390K 0.08%
+8,562
160
$389K 0.08%
+15,531
161
$379K 0.07%
+13,092
162
$378K 0.07%
+5,030
163
$377K 0.07%
10,621
-432
164
$375K 0.07%
5,625
+141
165
$375K 0.07%
5,735
+23
166
$373K 0.07%
9,225
+891
167
$373K 0.07%
6,355
-109
168
$372K 0.07%
2,307
-722
169
$368K 0.07%
21,339
170
$364K 0.07%
8,620
-26,758
171
$363K 0.07%
+3,392
172
$362K 0.07%
2,953
-4,525
173
$358K 0.07%
1,249
+61
174
$358K 0.07%
5,481
+767
175
$356K 0.07%
6,881
+2,102
5 6
7
8 9