WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$557M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$37.6M
3
+$34.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$24.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.7M

Top Sells

1
+$36.7M
2
+$25.6M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$17.6M

Sector Composition

1 Technology 14.27%
2 Financials 7.85%
3 Healthcare 5.1%
4 Consumer Discretionary 4.85%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.15M 0.12%
74,127
-7,716
202
$5.15M 0.12%
126,676
+32,730
203
$5.13M 0.12%
19,050
+646
204
$5.12M 0.12%
200,795
+5,077
205
$5.1M 0.12%
107,315
-6,613
206
$5.09M 0.12%
40,172
+2,626
207
$5.08M 0.12%
11,516
+2,236
208
$5.03M 0.11%
89,664
+2,942
209
$5M 0.11%
52,479
-3,556
210
$4.99M 0.11%
59,345
+2,018
211
$4.91M 0.11%
66,065
-55,406
212
$4.88M 0.11%
70,857
-690
213
$4.87M 0.11%
26,788
-4,657
214
$4.85M 0.11%
32,594
+1,124
215
$4.83M 0.11%
57,408
+3,914
216
$4.82M 0.11%
7,270
+235
217
$4.81M 0.11%
21,746
-10,144
218
$4.8M 0.11%
22,243
+5,781
219
$4.78M 0.11%
61,138
-11,426
220
$4.77M 0.11%
31,130
+1,433
221
$4.76M 0.11%
47,226
+2,012
222
$4.71M 0.11%
4,492
+537
223
$4.7M 0.11%
73,561
+15,904
224
$4.66M 0.11%
46,374
-43,096
225
$4.64M 0.11%
29,757
-2,955
7 8
9
10 11