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
$482M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.58M
3
+$970K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$957K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$840K

Top Sells

1
+$5.35M
2
+$1.73M
3
+$1.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$854K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$818K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.6%
3 Energy 1.19%
4 Healthcare 1.02%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.08%
15,728
-4
177
$369K 0.08%
3,954
+15
178
$363K 0.08%
12,490
-18,350
179
$360K 0.07%
11,835
+1,363
180
$359K 0.07%
+2,761
181
$358K 0.07%
20,923
-4,004
182
$356K 0.07%
4,307
+38
183
$352K 0.07%
14,005
+1,111
184
$349K 0.07%
6,254
-3,174
185
$345K 0.07%
+9,352
186
$342K 0.07%
7,452
+2
187
$342K 0.07%
2,667
+1
188
$341K 0.07%
6,111
-3,710
189
$336K 0.07%
6,564
+148
190
$336K 0.07%
23,650
191
$333K 0.07%
1,497
+89
192
$333K 0.07%
11,990
193
$331K 0.07%
3,000
194
$331K 0.07%
2,672
-150
195
$326K 0.07%
4,881
+90
196
$325K 0.07%
13,500
197
$316K 0.07%
6,316
+15
198
$311K 0.06%
1,464
+14
199
$305K 0.06%
2,223
+140
200
$304K 0.06%
7,850
6 7
8
9 10