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
476
$1.1M 0.03%
9,525
+2,788
477
$1.1M 0.03%
26,956
+10,734
478
$1.1M 0.03%
51,025
+312
479
$1.09M 0.03%
1,734
+3
480
$1.09M 0.03%
24,985
+4,012
481
$1.08M 0.03%
9,703
+2,886
482
$1.08M 0.03%
14,066
-186
483
$1.07M 0.03%
13,859
+7,008
484
$1.07M 0.03%
14,730
+860
485
$1.07M 0.03%
23,016
+11,381
486
$1.07M 0.03%
43,705
+7,399
487
$1.07M 0.03%
35,836
-49,041
488
$1.07M 0.03%
+65,619
489
$1.06M 0.03%
+3,576
490
$1.06M 0.03%
22,795
+1,863
491
$1.06M 0.03%
36,661
-54,496
492
$1.06M 0.03%
4,287
-237
493
$1.06M 0.03%
25,886
-5,355
494
$1.05M 0.03%
31,525
+11,025
495
$1.04M 0.03%
12,443
-79
496
$1.03M 0.03%
21,348
-22,699
497
$1.03M 0.03%
8,044
+1,610
498
$1.03M 0.03%
42,170
+30,750
499
$1.03M 0.03%
24,093
-529
500
$1.02M 0.03%
33,718
+1
18 19
20
21 22