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
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$32.1M
3
+$28.5M
4
AAPL icon
Apple
AAPL
+$23M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22M

Top Sells

1
+$38.7M
2
+$28M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.2M

Sector Composition

1 Technology 14.27%
2 Financials 7.42%
3 Healthcare 5.54%
4 Consumer Discretionary 5.09%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.7M 0.16%
72,172
+3,092
152
$5.68M 0.16%
80,928
+5,496
153
$5.63M 0.15%
29,648
+1,663
154
$5.61M 0.15%
30,041
+1,278
155
$5.61M 0.15%
216,961
+24,965
156
$5.55M 0.15%
55,760
-305
157
$5.52M 0.15%
111,591
+77,926
158
$5.48M 0.15%
130,914
-8,158
159
$5.47M 0.15%
87,478
-225
160
$5.47M 0.15%
62,243
+5,830
161
$5.41M 0.15%
237,477
+63,359
162
$5.36M 0.15%
161,102
+7,942
163
$5.35M 0.15%
28,435
+7,601
164
$5.34M 0.15%
29,967
+2,230
165
$5.2M 0.14%
121,125
+34,160
166
$5.19M 0.14%
52,682
+2,720
167
$5.11M 0.14%
147,693
+32,858
168
$5.08M 0.14%
39,955
+691
169
$5.07M 0.14%
68,548
-3,729
170
$5.06M 0.14%
22,387
+12,969
171
$5.06M 0.14%
133,167
172
$4.95M 0.14%
47,174
+3,686
173
$4.92M 0.13%
44,574
+4,208
174
$4.92M 0.13%
13,992
+2,672
175
$4.84M 0.13%
109,809
+982
5 6
7
8 9