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
651
$577K 0.02%
7,189
+1,251
652
$575K 0.01%
+20,193
653
$575K 0.01%
18,466
+3,243
654
$574K 0.01%
14,819
+5,094
655
$574K 0.01%
5,612
+53
656
$566K 0.01%
2,756
+485
657
$563K 0.01%
5,038
+57
658
$562K 0.01%
6,311
+3,284
659
$559K 0.01%
6,610
-900
660
$557K 0.01%
9,370
+1,490
661
$556K 0.01%
1,708
-8,873
662
$556K 0.01%
19,562
+12,324
663
$555K 0.01%
10,138
+975
664
$554K 0.01%
6,091
-4,499
665
$553K 0.01%
6,466
+439
666
$551K 0.01%
10,773
+1,413
667
$548K 0.01%
4,688
-290
668
$547K 0.01%
12,019
+1,411
669
$547K 0.01%
4,301
+42
670
$545K 0.01%
4,507
671
$544K 0.01%
+2,666
672
$544K 0.01%
667
-248
673
$542K 0.01%
4,910
-6,162
674
$542K 0.01%
2,686
+180
675
$541K 0.01%
16,002
-5,613
25 26
27
28 29