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
376
$1.72M 0.04%
19,548
-48,808
377
$1.72M 0.04%
23,596
+2,772
378
$1.72M 0.04%
9,576
-391
379
$1.72M 0.04%
14,255
+241
380
$1.71M 0.04%
91,953
+4,200
381
$1.69M 0.04%
20,716
+10,132
382
$1.69M 0.04%
9,172
-2,531
383
$1.66M 0.04%
12,397
+70
384
$1.66M 0.04%
60,240
+18,104
385
$1.64M 0.04%
57,629
-15,348
386
$1.64M 0.04%
1,029,553
387
$1.63M 0.04%
14,885
-360
388
$1.62M 0.04%
26,748
+3,183
389
$1.61M 0.04%
+133,500
390
$1.61M 0.04%
10,033
+104
391
$1.6M 0.04%
4,866
+1,371
392
$1.6M 0.04%
29,130
-571
393
$1.59M 0.04%
11,332
-195
394
$1.59M 0.04%
16,023
-285
395
$1.56M 0.04%
32,054
-187,007
396
$1.55M 0.04%
42,071
-331,145
397
$1.54M 0.04%
6,112
-50,655
398
$1.53M 0.04%
20,711
-587
399
$1.53M 0.04%
8,118
-41
400
$1.53M 0.04%
61,477
-8,234
14 15
16
17 18