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
$517M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.26M
3
+$2.13M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.57M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$2.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.88M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 1.39%
3 Energy 0.9%
4 Consumer Staples 0.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$297K 0.06%
6,950
-4,100
202
$290K 0.06%
9,168
-2,177
203
$287K 0.06%
612
+3
204
$287K 0.06%
10,511
-985
205
$281K 0.05%
7,561
+29
206
$281K 0.05%
5,930
-6,284
207
$280K 0.05%
1,195
-582
208
$278K 0.05%
2,926
-19,764
209
$276K 0.05%
3,520
+3
210
$264K 0.05%
2,059
-335
211
$262K 0.05%
1,030
-177
212
$262K 0.05%
25,280
213
$261K 0.05%
7,700
214
$259K 0.05%
5,188
+620
215
$258K 0.05%
2,211
-295
216
$256K 0.05%
15,376
-60
217
$256K 0.05%
216
-101
218
$253K 0.05%
1,459
-25
219
$252K 0.05%
548
-32
220
$251K 0.05%
5,394
+756
221
$248K 0.05%
5,145
+17
222
$248K 0.05%
2,069
+49
223
$245K 0.05%
+1,361
224
$245K 0.05%
+2,246
225
$244K 0.05%
2,144
-181
7 8
9
10 11