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
$437M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.84M
3
+$1.22M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$959K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$624K

Top Sells

1
+$12.1M
2
+$7.47M
3
+$2.92M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.29M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.44M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 1.37%
3 Energy 1.04%
4 Healthcare 0.93%
5 Financials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.37%
19,442
+2,590
52
$1.47M 0.34%
32,545
+1,261
53
$1.43M 0.33%
27,704
+9,599
54
$1.39M 0.32%
10,094
+1,713
55
$1.38M 0.32%
45,300
-1,196
56
$1.38M 0.31%
8,669
+286
57
$1.32M 0.3%
15,317
-1,560
58
$1.27M 0.29%
4,556
-168
59
$1.26M 0.29%
4,637
+20
60
$1.25M 0.29%
15,694
+666
61
$1.22M 0.28%
8,272
+67
62
$1.22M 0.28%
+25,855
63
$1.21M 0.28%
24,170
-20
64
$1.18M 0.27%
39,278
-13,223
65
$1.17M 0.27%
5,199
+1,139
66
$1.17M 0.27%
20,460
+2,031
67
$1.16M 0.27%
4,902
+179
68
$1.15M 0.26%
6,907
-2,763
69
$1.13M 0.26%
5,091
-4
70
$1.11M 0.25%
7,503
-724
71
$1.11M 0.25%
10,310
+437
72
$1.05M 0.24%
23,805
73
$1.02M 0.23%
13,474
+1,772
74
$984K 0.23%
7,815
-275
75
$977K 0.22%
17,669
+2,524
1 2
3
4 5