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
726
$442K 0.01%
11,409
-581
727
$442K 0.01%
1,710
-633
728
$441K 0.01%
6,720
+3,360
729
$438K 0.01%
1,429
+21
730
$436K 0.01%
6,909
+284
731
$436K 0.01%
6,436
-20,092
732
$433K 0.01%
1,254
+234
733
$432K 0.01%
2,555
+79
734
$431K 0.01%
37,325
+3,364
735
$427K 0.01%
+8,545
736
$425K 0.01%
20,281
-250
737
$425K 0.01%
9,740
-243
738
$424K 0.01%
15,539
+5,936
739
$424K 0.01%
+874
740
$423K 0.01%
12,106
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741
$422K 0.01%
21,100
742
$421K 0.01%
2,547
+509
743
$421K 0.01%
9,570
+3,022
744
$421K 0.01%
11,537
-1,326
745
$420K 0.01%
5,871
-1,607
746
$420K 0.01%
+9,501
747
$417K 0.01%
26,968
+12,799
748
$417K 0.01%
6,200
+2,600
749
$414K 0.01%
3,672
+307
750
$414K 0.01%
9,847
+1,984
28 29
30
31 32