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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.21M 0.16%
108,827
+75,813
152
$5.17M 0.16%
+21,321
153
$5.13M 0.16%
+133,167
154
$5.13M 0.16%
49,962
+26,708
155
$5.12M 0.16%
56,413
+22,480
156
$5.1M 0.16%
44,734
-4,186
157
$5.09M 0.16%
27,985
+24,676
158
$5.09M 0.16%
153,160
+17,136
159
$5M 0.16%
+23,611
160
$4.97M 0.16%
27,737
+2,044
161
$4.94M 0.16%
40,809
+11,033
162
$4.77M 0.15%
72,277
+68,172
163
$4.71M 0.15%
+81,727
164
$4.67M 0.15%
1,029,553
+1,019,510
165
$4.64M 0.15%
116,951
+54,302
166
$4.62M 0.15%
43,928
+38,740
167
$4.55M 0.14%
43,488
+370
168
$4.53M 0.14%
176,079
+124,304
169
$4.53M 0.14%
42,657
+1,248
170
$4.5M 0.14%
18,327
+4,798
171
$4.49M 0.14%
132,936
-2,330
172
$4.4M 0.14%
+49,356
173
$4.28M 0.13%
84,098
+45,784
174
$4.27M 0.13%
2,844
-9
175
$4.26M 0.13%
75,432
+69,901
5 6
7
8 9