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
751
$413K 0.01%
21,796
-518
752
$411K 0.01%
4,425
+22
753
$410K 0.01%
+10,265
754
$410K 0.01%
+9,996
755
$410K 0.01%
2,858
-694
756
$405K 0.01%
+3,735
757
$404K 0.01%
1,093
+381
758
$403K 0.01%
9,108
-131
759
$403K 0.01%
+8,194
760
$403K 0.01%
29,926
+533
761
$402K 0.01%
9,956
-37
762
$401K 0.01%
78,809
-9,421
763
$400K 0.01%
5,808
-41
764
$400K 0.01%
15,844
+566
765
$398K 0.01%
6,921
-37
766
$398K 0.01%
2,255
+966
767
$398K 0.01%
39,678
-5,670
768
$397K 0.01%
13,041
-359
769
$397K 0.01%
+1,835
770
$396K 0.01%
800
-116
771
$395K 0.01%
13,750
-4,865
772
$393K 0.01%
13,369
-790
773
$392K 0.01%
27,328
+11,335
774
$391K 0.01%
2,840
+15
775
$391K 0.01%
12,509
+2,887
29 30
31
32 33