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
51
$14.7M 0.38%
17,756
+1,182
52
$14M 0.36%
51,423
-366
53
$13.9M 0.36%
66,248
+1,753
54
$13.8M 0.36%
144,449
+110,774
55
$13.8M 0.36%
153,239
+12,234
56
$13.7M 0.35%
561,180
-111,275
57
$13.4M 0.35%
39,880
+1,189
58
$13.1M 0.34%
197,825
+25,720
59
$13.1M 0.34%
521,462
-667,383
60
$12.9M 0.34%
144,250
+6,696
61
$12.8M 0.33%
163,007
+11,505
62
$12.4M 0.32%
22,563
+1,286
63
$12.3M 0.32%
41,571
+282
64
$12.2M 0.32%
241,273
+107,964
65
$12.2M 0.32%
47,046
-57,786
66
$12.2M 0.32%
206,232
+94,641
67
$12.1M 0.31%
105,136
-81,200
68
$12.1M 0.31%
442,269
+386,978
69
$12M 0.31%
2,604
+161
70
$11.8M 0.31%
66,807
+6,818
71
$11.7M 0.3%
77,905
+4,089
72
$11.6M 0.3%
286,345
+1,945
73
$11.4M 0.3%
248,330
+37,182
74
$11.2M 0.29%
196,699
+19,726
75
$11.2M 0.29%
92,082
+4,132
1 2
3
4 5