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
401
$1.52M 0.04%
6,402
+10
402
$1.52M 0.04%
2,976
+580
403
$1.51M 0.04%
32,211
+5,325
404
$1.51M 0.04%
18,970
+619
405
$1.5M 0.04%
11,379
+719
406
$1.5M 0.04%
50,341
+1,271
407
$1.49M 0.04%
8,740
-1
408
$1.49M 0.04%
+31,637
409
$1.47M 0.04%
8,506
410
$1.47M 0.04%
36,096
-232
411
$1.46M 0.04%
29,365
+6,584
412
$1.45M 0.04%
41,625
+424
413
$1.45M 0.04%
12,988
+1,873
414
$1.45M 0.04%
5,681
-169
415
$1.44M 0.04%
18,235
-6,064
416
$1.44M 0.04%
+11,337
417
$1.43M 0.04%
5,038
+89
418
$1.43M 0.04%
22,198
+919
419
$1.42M 0.04%
4,040
-601
420
$1.42M 0.04%
37,627
+1,590
421
$1.42M 0.04%
13,034
+1,555
422
$1.41M 0.04%
21,312
+5,800
423
$1.4M 0.04%
34,922
424
$1.38M 0.04%
47,918
+17,714
425
$1.37M 0.04%
9,088
-188
15 16
17
18 19