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
551
$843K 0.02%
23,634
-1,515
552
$842K 0.02%
37,084
-2,063
553
$838K 0.02%
5,893
-65
554
$836K 0.02%
13,139
555
$830K 0.02%
2,266
-76
556
$816K 0.02%
5,530
+939
557
$815K 0.02%
4,907
+1,029
558
$814K 0.02%
2,332
+676
559
$810K 0.02%
9,315
+3,528
560
$806K 0.02%
25,234
-1,276
561
$800K 0.02%
1,654
+27
562
$790K 0.02%
17,855
+8,220
563
$789K 0.02%
1,160
+340
564
$783K 0.02%
3,500
+169
565
$783K 0.02%
31,532
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566
$779K 0.02%
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567
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+13,635
568
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5,823
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569
$767K 0.02%
6,933
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570
$756K 0.02%
20,100
571
$753K 0.02%
6,653
+3,862
572
$752K 0.02%
+16,208
573
$751K 0.02%
23,925
+3
574
$749K 0.02%
8,099
+3,457
575
$748K 0.02%
15,223
-99
21 22
23
24 25