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
326
$2.29M 0.06%
19,616
+2,297
327
$2.29M 0.06%
30,132
+526
328
$2.27M 0.06%
91,531
-8,677
329
$2.26M 0.06%
20,768
-2,322
330
$2.26M 0.06%
72,009
-1,631
331
$2.2M 0.06%
38,054
-25,921
332
$2.2M 0.06%
23,020
+461
333
$2.18M 0.06%
19,818
+202
334
$2.17M 0.06%
16,767
-75
335
$2.16M 0.06%
64,642
+47,354
336
$2.16M 0.06%
69,641
+2,445
337
$2.14M 0.06%
31,626
-321
338
$2.14M 0.06%
40,884
-2,350
339
$2.14M 0.06%
114,922
+35,703
340
$2.13M 0.06%
25,758
+256
341
$2.1M 0.05%
48,065
-595
342
$2.09M 0.05%
22,792
+14,176
343
$2.09M 0.05%
16,783
-130,428
344
$2.08M 0.05%
28,284
-5,773
345
$2.07M 0.05%
39,869
+2,811
346
$2.06M 0.05%
60,501
-349
347
$2.05M 0.05%
7,245
+519
348
$2.03M 0.05%
43,904
+15,348
349
$2.03M 0.05%
66,034
+2,396
350
$2.01M 0.05%
4,685
+406
12 13
14
15 16