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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.26M 0.13%
67,896
+1,801
177
$4.25M 0.13%
233,623
+16,930
178
$4.19M 0.13%
15,972
+1,000
179
$4.18M 0.13%
42,608
-719
180
$4.08M 0.13%
79,648
-3,417
181
$4.07M 0.13%
+18,090
182
$4M 0.13%
11,320
-652
183
$3.99M 0.13%
+20,834
184
$3.96M 0.12%
7,111
+100
185
$3.93M 0.12%
+22,823
186
$3.93M 0.12%
+86,965
187
$3.93M 0.12%
54,660
+16,343
188
$3.92M 0.12%
+14,241
189
$3.91M 0.12%
28,842
+24,272
190
$3.89M 0.12%
114,835
+77,066
191
$3.89M 0.12%
+12,881
192
$3.87M 0.12%
+33,671
193
$3.84M 0.12%
17,223
+3,962
194
$3.83M 0.12%
174,118
+38,548
195
$3.78M 0.12%
6,468
+2,297
196
$3.77M 0.12%
153,058
+136,722
197
$3.76M 0.12%
15,479
+2,288
198
$3.74M 0.12%
21,396
+906
199
$3.7M 0.12%
134,741
+10,438
200
$3.68M 0.12%
127,265
+48,281
6 7
8
9 10