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
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.66M 0.11%
54,035
-440
202
$3.65M 0.11%
25,703
+20,744
203
$3.64M 0.11%
31,919
+5,121
204
$3.63M 0.11%
20,276
+1,433
205
$3.6M 0.11%
12,948
+648
206
$3.57M 0.11%
11,083
+3,616
207
$3.55M 0.11%
+40,245
208
$3.54M 0.11%
76,065
+2,587
209
$3.53M 0.11%
+30,049
210
$3.52M 0.11%
+10,340
211
$3.51M 0.11%
42,860
+222
212
$3.46M 0.11%
28,290
+1,924
213
$3.46M 0.11%
112,075
+16,190
214
$3.45M 0.11%
39,018
-544
215
$3.44M 0.11%
42,882
+4,477
216
$3.41M 0.11%
150,588
+16,725
217
$3.4M 0.11%
+13,091
218
$3.36M 0.11%
13,943
+3,713
219
$3.35M 0.1%
34,107
+4,273
220
$3.31M 0.1%
+50,955
221
$3.31M 0.1%
8,612
+818
222
$3.29M 0.1%
12,886
+9,462
223
$3.27M 0.1%
133,416
+8,918
224
$3.23M 0.1%
40,285
+33,203
225
$3.17M 0.1%
88,068
+1,821
7 8
9
10 11