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
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$32.1M
3
+$28.5M
4
AAPL icon
Apple
AAPL
+$23M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22M

Top Sells

1
+$38.7M
2
+$28M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.2M

Sector Composition

1 Technology 14.27%
2 Financials 7.42%
3 Healthcare 5.54%
4 Consumer Discretionary 5.09%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.79M 0.13%
48,332
+4,404
177
$4.77M 0.13%
7
+3
178
$4.73M 0.13%
35,921
+7,079
179
$4.68M 0.13%
15,835
+1,594
180
$4.58M 0.13%
18,894
+567
181
$4.54M 0.12%
76,056
-4,653
182
$4.53M 0.12%
29,190
+900
183
$4.5M 0.12%
178,356
+2,277
184
$4.49M 0.12%
14,960
+7,503
185
$4.47M 0.12%
59,157
+46,031
186
$4.41M 0.12%
30,702
+26,692
187
$4.4M 0.12%
51,332
+665
188
$4.37M 0.12%
16,766
+5,683
189
$4.35M 0.12%
133,250
+314
190
$4.35M 0.12%
26,733
+16,888
191
$4.34M 0.12%
19,317
+1,227
192
$4.32M 0.12%
51,088
+1,732
193
$4.27M 0.12%
18,383
+6,372
194
$4.26M 0.12%
16,792
+820
195
$4.25M 0.12%
48,390
+29,810
196
$4.24M 0.12%
20,612
-709
197
$4.23M 0.12%
43,243
+635
198
$4.19M 0.11%
7,317
+3,132
199
$4.19M 0.11%
72,191
+4,295
200
$4.17M 0.11%
8,581
+2,113
6 7
8
9 10