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
$442M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.22M
4
ARWR icon
Arrowhead Research
ARWR
+$978K
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$833K

Top Sells

1
+$1.8M
2
+$1.04M
3
+$707K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$664K
5
VV icon
Vanguard Large-Cap ETF
VV
+$547K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.28%
3 Healthcare 1.08%
4 Energy 0.93%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$269K 0.06%
2,343
+185
202
$268K 0.06%
4,660
-175
203
$267K 0.06%
2,600
-976
204
$267K 0.06%
+7,402
205
$262K 0.06%
6,758
-3,610
206
$258K 0.06%
4,314
+42
207
$257K 0.06%
+5,118
208
$256K 0.06%
983
+15
209
$255K 0.06%
+6,135
210
$255K 0.06%
+4,850
211
$253K 0.06%
+8,247
212
$251K 0.06%
4,425
213
$250K 0.06%
5,376
-402
214
$247K 0.06%
11,487
215
$245K 0.06%
+9,817
216
$244K 0.06%
5,756
-598
217
$244K 0.06%
+5,181
218
$241K 0.05%
+7,349
219
$241K 0.05%
4,378
220
$239K 0.05%
2,645
+178
221
$238K 0.05%
9,245
-238
222
$237K 0.05%
1,590
223
$235K 0.05%
866
+15
224
$233K 0.05%
10,282
-250
225
$230K 0.05%
1,749
-241
7 8
9
10 11