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
801
$362K 0.01%
3,758
+644
802
$361K 0.01%
7,510
+287
803
$359K 0.01%
9,163
+2,342
804
$359K 0.01%
14,500
+1,500
805
$358K 0.01%
15,585
-1,428
806
$357K 0.01%
+4,602
807
$355K 0.01%
15,170
+6,174
808
$355K 0.01%
23,638
+116
809
$352K 0.01%
4,005
+1,447
810
$351K 0.01%
9,717
+2,898
811
$351K 0.01%
+10,345
812
$350K 0.01%
5,516
+1,525
813
$348K 0.01%
6,160
-15,518
814
$348K 0.01%
9,632
-550
815
$347K 0.01%
3,638
+578
816
$346K 0.01%
1,685
+325
817
$346K 0.01%
761
+223
818
$346K 0.01%
4,785
-602
819
$345K 0.01%
4,999
+444
820
$345K 0.01%
15,749
-1,000
821
$345K 0.01%
1,720
+109
822
$343K 0.01%
10,913
+4,559
823
$343K 0.01%
7,000
824
$341K 0.01%
700
+9
825
$340K 0.01%
23,982
+3,900
31 32
33
34 35