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
526
$944K 0.02%
7,904
+4,856
527
$942K 0.02%
9,782
-194
528
$941K 0.02%
29,963
+5,277
529
$939K 0.02%
9,170
+740
530
$939K 0.02%
41,825
-1,280
531
$936K 0.02%
25,302
-141
532
$907K 0.02%
19,077
+11,927
533
$905K 0.02%
7,530
+5,088
534
$905K 0.02%
37,626
+721
535
$901K 0.02%
39,056
+2,698
536
$900K 0.02%
7,664
+929
537
$892K 0.02%
31,720
-274
538
$891K 0.02%
6,963
-44
539
$890K 0.02%
4,090
-1,683
540
$887K 0.02%
22,532
+4,657
541
$882K 0.02%
7,508
+3,813
542
$876K 0.02%
52,702
-662
543
$867K 0.02%
+33,945
544
$865K 0.02%
16,709
+3,792
545
$863K 0.02%
29,842
+13,131
546
$861K 0.02%
6,294
-17
547
$855K 0.02%
18,529
+8,693
548
$851K 0.02%
23,451
+7,281
549
$846K 0.02%
4,912
+4,012
550
$843K 0.02%
3,113
+1,701
20 21
22
23 24