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
576
$743K 0.02%
11,658
+2,479
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