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
$436M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.2M
3
+$19.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$13.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.7M

Top Sells

1
+$22.4M
2
+$22.1M
3
+$20.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$11.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$11.3M

Sector Composition

1 Energy 1.06%
2 Technology 1.05%
3 Consumer Staples 0.95%
4 Consumer Discretionary 0.79%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$244K 0.06%
+2,832
202
$240K 0.06%
3,442
-2,261
203
$237K 0.05%
1,693
204
$235K 0.05%
5,657
-220
205
$235K 0.05%
5,998
+212
206
$234K 0.05%
4,758
-29
207
$232K 0.05%
2,628
-872
208
$229K 0.05%
+7,578
209
$226K 0.05%
7,422
-12
210
$225K 0.05%
3,522
+1
211
$224K 0.05%
2,260
-271
212
$222K 0.05%
4,425
213
$221K 0.05%
2,704
-1,504
214
$220K 0.05%
+1,974
215
$218K 0.05%
+596
216
$217K 0.05%
3,449
-109
217
$216K 0.05%
+7,800
218
$212K 0.05%
+9,489
219
$211K 0.05%
+2,006
220
$211K 0.05%
+4,704
221
$210K 0.05%
10,750
222
$209K 0.05%
2,444
-1,712
223
$209K 0.05%
4,461
+54
224
$207K 0.05%
7,643
-5,174
225
$206K 0.05%
2,008
-566
7 8
9
10 11