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
$476M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$23.3M
3
+$22.9M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.7M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$13.5M

Top Sells

1
+$25.7M
2
+$22.8M
3
+$15.9M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$14.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$12.7M

Sector Composition

1 Technology 2.09%
2 Consumer Discretionary 1.57%
3 Energy 1.07%
4 Healthcare 0.93%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$291K 0.06%
1,168
-210
202
$288K 0.06%
2,662
-10
203
$284K 0.06%
1,681
+184
204
$280K 0.06%
5,120
+1,790
205
$280K 0.06%
6,233
-134
206
$275K 0.06%
8,356
+852
207
$272K 0.06%
1,893
-294
208
$272K 0.06%
5,442
-1,122
209
$269K 0.06%
2,626
-222,233
210
$267K 0.06%
+1,591
211
$264K 0.06%
1,392
-72
212
$256K 0.05%
2,105
-200
213
$256K 0.05%
3,394
-1
214
$255K 0.05%
2,087
-7
215
$252K 0.05%
6,841
-10,778
216
$250K 0.05%
7,450
-400
217
$248K 0.05%
7,700
218
$246K 0.05%
+5,410
219
$245K 0.05%
4,689
-3,270
220
$245K 0.05%
2,837
+209
221
$245K 0.05%
453
+13
222
$243K 0.05%
5,312
-942
223
$243K 0.05%
3,558
224
$243K 0.05%
1,630
-194
225
$243K 0.05%
4,966
-1,350
7 8
9
10 11