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
501
$1.02M 0.03%
16,918
+6,007
502
$1.02M 0.03%
30,382
-474
503
$1.02M 0.03%
7,714
+91
504
$1.01M 0.03%
27,117
-6,342
505
$1.01M 0.03%
33,554
-116
506
$1.01M 0.03%
5,356
+576
507
$1M 0.03%
9,595
+2,187
508
$998K 0.03%
8,079
+385
509
$993K 0.03%
21,552
+4,000
510
$988K 0.03%
32,604
+24,500
511
$985K 0.03%
16,522
-70,956
512
$984K 0.03%
6,378
-208
513
$982K 0.03%
2,108
+463
514
$980K 0.03%
24,902
+11,455
515
$975K 0.03%
25,608
+3,814
516
$971K 0.03%
7,089
+93
517
$971K 0.03%
23,586
-1,105
518
$969K 0.03%
5,443
+386
519
$963K 0.03%
8,546
+1,032
520
$958K 0.02%
3,955
-182
521
$953K 0.02%
11,667
-216
522
$952K 0.02%
16,984
-2,021
523
$952K 0.02%
+31,308
524
$948K 0.02%
10,276
-155
525
$948K 0.02%
14,861
+5,226
19 20
21
22 23