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
676
$540K 0.01%
2,180
-10,965
677
$539K 0.01%
2,739
-12
678
$537K 0.01%
7,862
+77
679
$537K 0.01%
4,295
+1,843
680
$532K 0.01%
9,240
-1,126
681
$527K 0.01%
+3,455
682
$522K 0.01%
7,952
683
$521K 0.01%
28,233
+1,304
684
$519K 0.01%
7,707
-2,608
685
$517K 0.01%
4,548
-7,668
686
$513K 0.01%
4,148
+856
687
$513K 0.01%
8,524
+1,074
688
$507K 0.01%
13,378
-4,913
689
$505K 0.01%
9,883
+1,225
690
$504K 0.01%
2,500
691
$501K 0.01%
1,555
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692
$493K 0.01%
12,023
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693
$492K 0.01%
14,100
+195
694
$491K 0.01%
+13,745
695
$491K 0.01%
1,840
+144
696
$485K 0.01%
6,554
+1,889
697
$483K 0.01%
14,801
+1,934
698
$482K 0.01%
2,066
+149
699
$482K 0.01%
20,558
700
$482K 0.01%
4,155
+19
26 27
28
29 30