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
701
$481K 0.01%
28,671
+1,585
702
$477K 0.01%
4,992
+29
703
$476K 0.01%
23,450
-13,101
704
$476K 0.01%
1,800
+290
705
$474K 0.01%
7,305
-1,359
706
$473K 0.01%
+1,950
707
$472K 0.01%
18,178
+6,721
708
$472K 0.01%
5,484
-3,050
709
$470K 0.01%
23,664
-342
710
$470K 0.01%
46,836
+23,403
711
$470K 0.01%
41,163
+9,013
712
$466K 0.01%
4,002
713
$465K 0.01%
12,207
+5,731
714
$465K 0.01%
7,386
-555
715
$464K 0.01%
4,603
+1,217
716
$460K 0.01%
4,086
+799
717
$456K 0.01%
24,184
-693
718
$455K 0.01%
16,373
+1,079
719
$453K 0.01%
29,376
+1,591
720
$452K 0.01%
14,857
+546
721
$449K 0.01%
1,942
-743
722
$449K 0.01%
1,681
+100
723
$448K 0.01%
+8,891
724
$445K 0.01%
8,826
-88
725
$443K 0.01%
+2,816
27 28
29
30 31