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
351
$2M 0.05%
11,129
+1,730
352
$1.99M 0.05%
33,530
+662
353
$1.97M 0.05%
52,171
+2,103
354
$1.93M 0.05%
38,526
+10,348
355
$1.93M 0.05%
9,185
+1,595
356
$1.92M 0.05%
13,092
-281
357
$1.91M 0.05%
58,792
+47,615
358
$1.91M 0.05%
26,733
359
$1.9M 0.05%
22,498
+354
360
$1.88M 0.05%
+21,559
361
$1.87M 0.05%
10,861
-2,064
362
$1.87M 0.05%
36,288
+112
363
$1.86M 0.05%
63,040
-240
364
$1.85M 0.05%
20,448
-437
365
$1.83M 0.05%
34,646
+29,104
366
$1.81M 0.05%
19,738
-1,692
367
$1.81M 0.05%
14,865
+1,456
368
$1.79M 0.05%
58,101
+4,919
369
$1.78M 0.05%
+43,405
370
$1.78M 0.05%
6,615
+558
371
$1.78M 0.05%
6,162
+64
372
$1.74M 0.05%
20,470
+29
373
$1.74M 0.05%
50,937
-1,255
374
$1.74M 0.05%
20,953
-10,043
375
$1.73M 0.04%
120,800
+91,800
13 14
15
16 17