WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.82M 0.13%
214,404
+115,866
177
$5.72M 0.13%
10,802
+8,671
178
$5.7M 0.13%
24,457
+1,857
179
$5.66M 0.13%
83,950
-534
180
$5.66M 0.13%
164,425
-4,702
181
$5.62M 0.13%
38,087
+748
182
$5.6M 0.13%
152,094
-1,270
183
$5.58M 0.13%
18,016
+1,256
184
$5.51M 0.13%
60,499
+15,245
185
$5.48M 0.12%
86,818
-11,024
186
$5.42M 0.12%
22,559
-134
187
$5.42M 0.12%
60,594
+916
188
$5.41M 0.12%
47,985
+10,954
189
$5.4M 0.12%
+207,149
190
$5.35M 0.12%
29,265
-1,604
191
$5.34M 0.12%
67,486
-76,764
192
$5.33M 0.12%
19,085
+2,126
193
$5.29M 0.12%
53,894
+157
194
$5.26M 0.12%
55,994
-5,013
195
$5.23M 0.12%
83,217
+11,810
196
$5.21M 0.12%
118,841
+12,022
197
$5.21M 0.12%
18,683
+43
198
$5.21M 0.12%
17,854
+3,772
199
$5.17M 0.12%
178,815
-3,872
200
$5.17M 0.12%
42,757
+1,286
6 7
8
9 10