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
301
$2.62M 0.07%
23,921
+3,098
302
$2.62M 0.07%
13,077
-1,621
303
$2.62M 0.07%
21,456
+1,743
304
$2.61M 0.07%
38,174
+4,181
305
$2.59M 0.07%
69,140
-9,413
306
$2.59M 0.07%
71,716
-7,220
307
$2.59M 0.07%
83,427
-334,516
308
$2.57M 0.07%
79,381
-53,869
309
$2.57M 0.07%
34,372
+24,628
310
$2.56M 0.07%
+51,332
311
$2.5M 0.07%
21,652
-756
312
$2.5M 0.07%
50,238
-19,084
313
$2.49M 0.06%
24,704
-90,064
314
$2.49M 0.06%
12,096
+2,608
315
$2.48M 0.06%
6,739
-223
316
$2.45M 0.06%
59,630
-3,101
317
$2.44M 0.06%
42,993
+6,291
318
$2.4M 0.06%
9,451
-5,509
319
$2.39M 0.06%
33,614
+6,908
320
$2.38M 0.06%
37,084
+12,006
321
$2.37M 0.06%
38,105
+18,114
322
$2.36M 0.06%
210,610
+53
323
$2.34M 0.06%
+97,335
324
$2.34M 0.06%
4,028
+163
325
$2.3M 0.06%
47,237
+2,864
11 12
13
14 15