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
26
$26.5M 0.69%
158,084
+4,461
27
$26.3M 0.68%
266,010
-146,857
28
$25.5M 0.66%
163,363
+2,837
29
$25M 0.65%
285,291
+13,776
30
$24.8M 0.64%
47,312
+2,512
31
$23.9M 0.62%
42,756
+495
32
$23.6M 0.61%
225,894
-1,004
33
$21.5M 0.56%
343,986
-1,195
34
$21.1M 0.55%
57,580
+574
35
$20.7M 0.54%
128,660
+120,114
36
$20.6M 0.54%
374,473
+327,478
37
$20.1M 0.52%
21,232
+7,081
38
$20M 0.52%
393,551
-4,128
39
$18.9M 0.49%
193,510
+186,753
40
$18.7M 0.49%
157,375
+8,771
41
$18.7M 0.48%
67,927
+16,302
42
$18.1M 0.47%
41,388
+1,054
43
$18M 0.47%
67,137
+4,730
44
$17.8M 0.46%
169,062
-6,625
45
$17.4M 0.45%
+556,704
46
$16M 0.42%
72,445
+9,526
47
$16M 0.42%
96,431
+1,508
48
$15.7M 0.41%
794,823
+3,918
49
$15.2M 0.4%
81,796
+64,652
50
$14.9M 0.39%
159,439
+83,977
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