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
626
$632K 0.02%
5,018
-257
627
$632K 0.02%
3,363
+2,019
628
$626K 0.02%
23,926
629
$621K 0.02%
12,133
+287
630
$617K 0.02%
2,300
+537
631
$614K 0.02%
10,712
632
$611K 0.02%
11,015
633
$610K 0.02%
26,556
+535
634
$609K 0.02%
3,567
+1,482
635
$608K 0.02%
6,321
+3,369
636
$602K 0.02%
7,694
-1,030
637
$602K 0.02%
5,975
+4
638
$601K 0.02%
7,852
+1,245
639
$600K 0.02%
15,294
+3,364
640
$599K 0.02%
1,955
+178
641
$596K 0.02%
21,048
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642
$594K 0.02%
7,930
+100
643
$592K 0.02%
9,898
+746
644
$588K 0.02%
19,149
+1,713
645
$587K 0.02%
3,342
-12
646
$584K 0.02%
6,000
+1,510
647
$582K 0.02%
4,407
+84
648
$581K 0.02%
7,908
-656
649
$581K 0.02%
11,292
+374
650
$578K 0.02%
19,641
-5,610
24 25
26
27 28