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
251
$3.7M 0.1%
62,969
-73
252
$3.64M 0.09%
53,761
+5,104
253
$3.63M 0.09%
44,954
+402
254
$3.59M 0.09%
58,879
+3,190
255
$3.56M 0.09%
57,657
+2,968
256
$3.5M 0.09%
55,203
+6,078
257
$3.5M 0.09%
79,802
-41,323
258
$3.45M 0.09%
20,214
+511
259
$3.41M 0.09%
146,851
-718
260
$3.39M 0.09%
28,709
+16,301
261
$3.38M 0.09%
75,770
-106,762
262
$3.31M 0.09%
+92,304
263
$3.3M 0.09%
105,302
-3,698
264
$3.28M 0.09%
16,462
-1,625
265
$3.28M 0.09%
59,122
+8,578
266
$3.28M 0.09%
2,776
-204
267
$3.27M 0.08%
105,417
+42,168
268
$3.26M 0.08%
15,879
+1,923
269
$3.24M 0.08%
51,736
-8
270
$3.22M 0.08%
93,946
+20,818
271
$3.19M 0.08%
50,276
-1,500
272
$3.19M 0.08%
75,555
+9,010
273
$3.17M 0.08%
26,139
-2,054
274
$3.12M 0.08%
65,053
-750
275
$3.09M 0.08%
13,361
+2,239
9 10
11
12 13