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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$356K 0.07%
741
+270
177
$355K 0.07%
9,421
-695
178
$355K 0.07%
3,606
179
$352K 0.07%
8,261
-228
180
$348K 0.07%
2,472
-3,110
181
$340K 0.07%
3,003
-10
182
$340K 0.07%
12,239
+1,424
183
$338K 0.07%
1,665
+1
184
$334K 0.06%
9,975
+339
185
$333K 0.06%
1,502
186
$333K 0.06%
1,415
-212
187
$332K 0.06%
3,833
-113
188
$323K 0.06%
+11,486
189
$321K 0.06%
1,942
+11
190
$321K 0.06%
2,696
-8
191
$316K 0.06%
+3,042
192
$316K 0.06%
835
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193
$315K 0.06%
3,253
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194
$314K 0.06%
+1,052
195
$314K 0.06%
18,647
-1,672
196
$314K 0.06%
+5,463
197
$310K 0.06%
14,146
-8,634
198
$308K 0.06%
7,889
+190
199
$306K 0.06%
3,664
-155
200
$298K 0.06%
3,123
+123
6 7
8
9 10