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
451
$1.2M 0.03%
20,037
-2,563
452
$1.2M 0.03%
17,442
+1,653
453
$1.19M 0.03%
12,001
+1,500
454
$1.19M 0.03%
6,441
+25
455
$1.18M 0.03%
25,715
+143
456
$1.17M 0.03%
26,543
+1,356
457
$1.17M 0.03%
7,625
-155
458
$1.16M 0.03%
35,422
+16,102
459
$1.16M 0.03%
31,812
-8,004
460
$1.16M 0.03%
+46,682
461
$1.15M 0.03%
15,592
+5
462
$1.15M 0.03%
34,748
+726
463
$1.15M 0.03%
56,773
-7,966
464
$1.14M 0.03%
25,799
-2,641
465
$1.14M 0.03%
11,814
-846
466
$1.14M 0.03%
582
+61
467
$1.13M 0.03%
36,655
+11,545
468
$1.12M 0.03%
+6,154
469
$1.12M 0.03%
26,358
-247
470
$1.12M 0.03%
18,556
-8
471
$1.12M 0.03%
49,941
+3,119
472
$1.11M 0.03%
18,465
+1,938
473
$1.11M 0.03%
+11,398
474
$1.1M 0.03%
11,769
+2,282
475
$1.1M 0.03%
32,327
-1,692
17 18
19
20 21