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
601
$682K 0.02%
20,271
-226
602
$674K 0.02%
3,835
-49
603
$673K 0.02%
28,732
-7,589
604
$670K 0.02%
8,264
-193
605
$669K 0.02%
24,625
-7,100
606
$669K 0.02%
15,238
607
$664K 0.02%
1,827
+765
608
$664K 0.02%
13,413
+324
609
$663K 0.02%
3,505
610
$662K 0.02%
8,203
+3,191
611
$654K 0.02%
24,112
-2,176
612
$652K 0.02%
+12,906
613
$652K 0.02%
6,662
-1,116
614
$651K 0.02%
22,777
+1,291
615
$650K 0.02%
2,131
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616
$650K 0.02%
9,524
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617
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1,380
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618
$638K 0.02%
4,729
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619
$636K 0.02%
12,796
+1,406
620
$636K 0.02%
9,772
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621
$635K 0.02%
9,137
+38
622
$635K 0.02%
17,152
623
$634K 0.02%
20,811
+1,982
624
$634K 0.02%
26,325
+1,091
625
$634K 0.02%
11,875
+303
23 24
25
26 27