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
$482M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.58M
3
+$970K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$957K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$840K

Top Sells

1
+$5.35M
2
+$1.73M
3
+$1.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$854K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$818K

Sector Composition

1 Technology 2.3%
2 Consumer Discretionary 1.6%
3 Energy 1.19%
4 Healthcare 1.02%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$300K 0.06%
+11,851
202
$296K 0.06%
6,367
+421
203
$295K 0.06%
2,305
-2
204
$294K 0.06%
6,375
+188
205
$293K 0.06%
8,749
+1,072
206
$291K 0.06%
1,016
+87
207
$286K 0.06%
3,876
-793
208
$285K 0.06%
9,442
+861
209
$282K 0.06%
2,094
-82
210
$281K 0.06%
2,187
211
$279K 0.06%
1,824
+252
212
$268K 0.06%
7,504
+62
213
$264K 0.05%
5,672
+825
214
$263K 0.05%
+1,880
215
$260K 0.05%
4,642
-3,206
216
$259K 0.05%
5,373
-1,159
217
$258K 0.05%
13,568
-29
218
$258K 0.05%
3,395
-50
219
$257K 0.05%
2,387
-82
220
$255K 0.05%
7,700
221
$251K 0.05%
8,247
222
$250K 0.05%
2,900
-200
223
$248K 0.05%
2,270
-50
224
$247K 0.05%
2,434
+32
225
$245K 0.05%
2,864
+56
7 8
9
10 11