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
276
$3.08M 0.08%
34,000
+471
277
$3.02M 0.08%
13,061
+632
278
$3.01M 0.08%
29,009
+19,876
279
$3.01M 0.08%
40,856
+3,542
280
$3M 0.08%
128,058
+46,906
281
$3M 0.08%
9,089
-1,238
282
$2.99M 0.08%
121,913
-33,794
283
$2.99M 0.08%
12,251
+619
284
$2.98M 0.08%
96,112
+16,132
285
$2.98M 0.08%
8,251
-532
286
$2.98M 0.08%
76,164
-54,750
287
$2.95M 0.08%
26,361
+1,874
288
$2.85M 0.07%
9,224
-1,071
289
$2.8M 0.07%
8,970
+365
290
$2.79M 0.07%
27,949
-6,110
291
$2.79M 0.07%
33,526
-380,631
292
$2.78M 0.07%
45,116
+542
293
$2.77M 0.07%
112,215
-3,073
294
$2.75M 0.07%
11,631
+76
295
$2.73M 0.07%
45,562
+8,939
296
$2.72M 0.07%
123,382
-36,431
297
$2.71M 0.07%
8,883
+153
298
$2.68M 0.07%
23,007
+447
299
$2.64M 0.07%
98,538
-51,986
300
$2.63M 0.07%
13,001
+325
10 11
12
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