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
426
$1.37M 0.04%
9,137
-874
427
$1.36M 0.04%
4,791
+258
428
$1.35M 0.04%
+28,521
429
$1.34M 0.03%
157,212
+50,350
430
$1.34M 0.03%
4,221
-281
431
$1.33M 0.03%
1,345
-131
432
$1.33M 0.03%
7,811
+665
433
$1.33M 0.03%
19,098
-2,608
434
$1.32M 0.03%
13,860
+3,960
435
$1.31M 0.03%
15,787
+813
436
$1.29M 0.03%
6,555
+513
437
$1.29M 0.03%
12,809
-406
438
$1.28M 0.03%
44,252
-2,402
439
$1.28M 0.03%
10,462
+802
440
$1.27M 0.03%
17,074
-156
441
$1.27M 0.03%
56,512
+3,731
442
$1.27M 0.03%
9,829
+867
443
$1.27M 0.03%
14,403
+1,427
444
$1.25M 0.03%
+42,818
445
$1.24M 0.03%
48,365
+8,466
446
$1.23M 0.03%
3,076
+585
447
$1.22M 0.03%
17,415
-1,578
448
$1.21M 0.03%
29,189
+22,411
449
$1.21M 0.03%
31,369
+7,059
450
$1.21M 0.03%
12,992
-417
16 17
18
19 20