WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
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
+$68M
2
+$39.4M
3
+$38.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$31.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$30M

Top Sells

1
+$49.6M
2
+$40.7M
3
+$34.3M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$27M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.6M

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
576
$743K 0.02%
11,825
+2,515
577
$735K 0.02%
7,851
+474
578
$735K 0.02%
43,297
579
$733K 0.02%
+15,574
580
$733K 0.02%
1,206
+345
581
$731K 0.02%
26,943
+7,058
582
$730K 0.02%
31,525
-31,185
583
$730K 0.02%
14,301
+3,036
584
$729K 0.02%
+15,538
585
$728K 0.02%
1,186
+192
586
$728K 0.02%
26,670
+1,165
587
$720K 0.02%
14,163
+1,477
588
$718K 0.02%
2,328
+1,029
589
$715K 0.02%
8,228
+959
590
$715K 0.02%
2,280
+1,395
591
$715K 0.02%
34,522
+7,520
592
$713K 0.02%
+27,300
593
$709K 0.02%
1,070
-102
594
$708K 0.02%
13,225
595
$698K 0.02%
3,801
+62
596
$696K 0.02%
3,458
-1,387
597
$686K 0.02%
10,339
+21
598
$685K 0.02%
9,349
+481
599
$684K 0.02%
9,121
-17,010
600
$683K 0.02%
25,588
+1,759
22 23
24
25 26