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
$3.84B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$39.2M
3
+$38.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$31.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$30.4M

Top Sells

1
+$48.4M
2
+$38.7M
3
+$31.7M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$25.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$20.8M

Sector Composition

1 Technology 12.51%
2 Financials 7.89%
3 Healthcare 5.83%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.03M 0.1%
104,890
+32,413
227
$4M 0.1%
24,991
+2,004
228
$3.98M 0.1%
148,518
+3,461
229
$3.96M 0.1%
81,147
+22,891
230
$3.96M 0.1%
53,752
+2,420
231
$3.94M 0.1%
5,857
+1,095
232
$3.94M 0.1%
18,640
-254
233
$3.93M 0.1%
22,733
+703
234
$3.91M 0.1%
177,138
+60,017
235
$3.9M 0.1%
9,280
+2,138
236
$3.9M 0.1%
76,977
+71,973
237
$3.89M 0.1%
74,265
+48,888
238
$3.89M 0.1%
153,435
+19,057
239
$3.88M 0.1%
18,773
+390
240
$3.85M 0.1%
8,610
+29
241
$3.84M 0.1%
14,082
-520
242
$3.83M 0.1%
36,122
+1,100
243
$3.82M 0.1%
7,035
-2,352
244
$3.8M 0.1%
89,471
+42,646
245
$3.8M 0.1%
45,254
+3,421
246
$3.77M 0.1%
25,817
+980
247
$3.77M 0.1%
+44,902
248
$3.75M 0.1%
45,157
-4,452
249
$3.74M 0.1%
3,955
+339
250
$3.71M 0.1%
15,146
-103,730
8 9
10
11 12