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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$321K 0.07%
6,905
-3,757
177
$318K 0.07%
2,705
+76
178
$310K 0.07%
5,512
+421
179
$308K 0.07%
7,370
+230
180
$307K 0.07%
1,397
-203
181
$303K 0.07%
3,463
-947
182
$302K 0.07%
11,000
+1,450
183
$301K 0.07%
10,316
+444
184
$301K 0.07%
5,640
-2,013
185
$299K 0.07%
2,420
+10
186
$298K 0.07%
3,000
187
$297K 0.07%
8,977
-173
188
$296K 0.07%
14,406
+1,621
189
$295K 0.07%
5,468
-1,717
190
$291K 0.07%
18,510
191
$285K 0.06%
4,450
-336
192
$285K 0.06%
3,018
+322
193
$284K 0.06%
7,931
+2,010
194
$279K 0.06%
1,210
+24
195
$278K 0.06%
6,986
+300
196
$278K 0.06%
23,650
197
$276K 0.06%
1,513
-130
198
$272K 0.06%
1,098
+16
199
$271K 0.06%
5,456
+1,107
200
$271K 0.06%
5,157
-1,271
6 7
8
9 10