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
$476M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$23.3M
3
+$22.9M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.7M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$13.5M

Top Sells

1
+$25.7M
2
+$22.8M
3
+$15.9M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$14.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$12.7M

Sector Composition

1 Technology 2.09%
2 Consumer Discretionary 1.57%
3 Energy 1.07%
4 Healthcare 0.93%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$359K 0.08%
20,928
+5
177
$355K 0.07%
12,440
+605
178
$354K 0.07%
3,644
-180
179
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3,112
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180
$354K 0.07%
13,599
-115
181
$345K 0.07%
5,145
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182
$345K 0.07%
6,503
-175
183
$342K 0.07%
+4,843
184
$337K 0.07%
+4,276
185
$337K 0.07%
7,453
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186
$335K 0.07%
3,358
-7,602
187
$329K 0.07%
4,255
-52
188
$328K 0.07%
3,973
+19
189
$328K 0.07%
7,225
-713
190
$322K 0.07%
7,472
-116
191
$312K 0.07%
12,700
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192
$310K 0.07%
4,733
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193
$302K 0.06%
+4,720
194
$301K 0.06%
+11,868
195
$300K 0.06%
1,427
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196
$300K 0.06%
11,157
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197
$298K 0.06%
3,000
198
$297K 0.06%
+9,540
199
$295K 0.06%
6,690
+315
200
$293K 0.06%
3,499
-680
6 7
8
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