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
$436M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.2M
3
+$19.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$13.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M

Top Sells

1
+$22.4M
2
+$22.1M
3
+$20.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$11.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$11.3M

Sector Composition

1 Energy 1.06%
2 Technology 1.05%
3 Consumer Staples 0.95%
4 Consumer Discretionary 0.79%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$295K 0.07%
5,956
-6,046
177
$293K 0.07%
6,708
-574
178
$289K 0.07%
8,793
+556
179
$285K 0.07%
+4,931
180
$282K 0.06%
3,000
181
$281K 0.06%
1,634
+237
182
$280K 0.06%
5,161
+608
183
$280K 0.06%
5,216
-685
184
$278K 0.06%
11,202
-656
185
$277K 0.06%
11,005
+1,710
186
$276K 0.06%
+14,760
187
$276K 0.06%
+41,667
188
$269K 0.06%
2,944
-2,832
189
$263K 0.06%
+50,313
190
$263K 0.06%
1,674
-492
191
$258K 0.06%
486
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192
$258K 0.06%
2,304
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193
$258K 0.06%
+6,284
194
$253K 0.06%
25,280
195
$253K 0.06%
7,700
196
$252K 0.06%
3,476
-231
197
$251K 0.06%
+2,528
198
$250K 0.06%
1,183
+152
199
$247K 0.06%
1,752
-313
200
$245K 0.06%
1,644
-115
6 7
8
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