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
$505M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.3M
3
+$18M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$16.2M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.8M

Top Sells

1
+$24M
2
+$21.8M
3
+$21.6M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$15.4M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$13.2M

Sector Composition

1 Technology 1.67%
2 Consumer Discretionary 1.36%
3 Consumer Staples 1.02%
4 Energy 1.01%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$303K 0.06%
3,253
202
$302K 0.06%
5,481
203
$301K 0.06%
9,301
+1,740
204
$297K 0.06%
8,100
+1,150
205
$292K 0.06%
2,543
-410
206
$290K 0.06%
7,870
-19
207
$286K 0.06%
13,830
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208
$286K 0.06%
2,696
209
$284K 0.06%
3,397
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210
$282K 0.06%
3,606
211
$280K 0.06%
10,509
-2
212
$278K 0.06%
6,253
-4,136
213
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1,215
-200
214
$274K 0.05%
7,700
215
$273K 0.05%
3,123
216
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7,079
-1,541
217
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3,561
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218
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219
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220
$256K 0.05%
10,750
221
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15,412
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222
$248K 0.05%
1,808
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223
$247K 0.05%
996
-34
224
$246K 0.05%
+5,152
225
$246K 0.05%
8,116
-1,052
7 8
9
10 11