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
$437M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.84M
3
+$1.22M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$959K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$624K

Top Sells

1
+$12.1M
2
+$7.47M
3
+$2.92M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.29M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.44M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 1.37%
3 Energy 1.04%
4 Healthcare 0.93%
5 Financials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 0.68%
28,012
+3,137
27
$2.81M 0.64%
41,502
+965
28
$2.68M 0.61%
100,663
+3,029
29
$2.61M 0.6%
15,160
-700
30
$2.58M 0.59%
47,106
+1,493
31
$2.54M 0.58%
32,021
+1,061
32
$2.54M 0.58%
48,971
-5,280
33
$2.49M 0.57%
87,834
+4,832
34
$2.41M 0.55%
45,018
+4,447
35
$2.35M 0.54%
28,350
+1,419
36
$2.3M 0.53%
77,815
+7,985
37
$2.26M 0.52%
21,480
-3,186
38
$2.24M 0.51%
11,174
+92
39
$2.18M 0.5%
5,524
+797
40
$2.15M 0.49%
18,358
+2,035
41
$2.09M 0.48%
12,074
-123
42
$2.05M 0.47%
7,144
+909
43
$1.98M 0.45%
38,660
-6,031
44
$1.98M 0.45%
7,294
+2,253
45
$1.89M 0.43%
67,974
-3,752
46
$1.87M 0.43%
21,544
-1,546
47
$1.85M 0.42%
28,595
+249
48
$1.82M 0.42%
17,906
+1,620
49
$1.77M 0.41%
70,275
+1,842
50
$1.72M 0.39%
31,648
+2,637
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