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
776
$391K 0.01%
16,712
+13
777
$390K 0.01%
5,134
-1
778
$386K 0.01%
15,410
-23,133
779
$384K 0.01%
5,285
-513
780
$384K 0.01%
14,220
781
$382K 0.01%
5,322
+9
782
$378K 0.01%
5,434
+366
783
$377K 0.01%
4,441
+931
784
$375K 0.01%
8,789
-43
785
$375K 0.01%
3,581
-2,424
786
$373K 0.01%
8,101
+1,310
787
$372K 0.01%
658
-24
788
$370K 0.01%
+14,872
789
$369K 0.01%
3,323
+958
790
$369K 0.01%
6,684
+1,637
791
$369K 0.01%
9,641
+3,247
792
$368K 0.01%
2,400
+164
793
$368K 0.01%
+5,075
794
$366K 0.01%
3,557
-8,490
795
$365K 0.01%
8,834
+904
796
$365K 0.01%
+1,877
797
$365K 0.01%
4,481
+1,852
798
$364K 0.01%
18,084
-12,360
799
$364K 0.01%
28,133
+9,735
800
$363K 0.01%
2,296
+800
30 31
32
33 34