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
$699M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$9.25M
3
+$8.8M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$7.99M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.15M

Top Sells

1
+$25.8M
2
+$21.8M
3
+$18.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$16.3M
5
AMZN icon
Amazon
AMZN
+$14.5M

Sector Composition

1 Financials 6.39%
2 Technology 6.23%
3 Healthcare 4.21%
4 Consumer Staples 2.41%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$862K 0.12%
6,295
-2,462
152
$860K 0.12%
14,813
-873
153
$843K 0.12%
+16,978
154
$838K 0.12%
18,568
-322
155
$830K 0.12%
23,805
156
$825K 0.12%
4,414
-311
157
$820K 0.12%
3,156
-4,725
158
$817K 0.12%
35,545
+5,474
159
$816K 0.12%
+5,498
160
$812K 0.12%
32,576
+2,028
161
$798K 0.11%
+7,099
162
$794K 0.11%
31,895
+3,495
163
$791K 0.11%
14,504
-8,300
164
$791K 0.11%
+27,170
165
$790K 0.11%
32,104
+19,884
166
$790K 0.11%
+12,271
167
$788K 0.11%
8,253
-3,164
168
$785K 0.11%
1,368
-885
169
$764K 0.11%
16,236
-1,882
170
$763K 0.11%
+12,773
171
$733K 0.1%
+31,432
172
$731K 0.1%
5,544
-2,927
173
$729K 0.1%
+14,499
174
$729K 0.1%
3,992
-875
175
$728K 0.1%
24,265
+1,565
5 6
7
8 9