WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
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
+$68M
2
+$39.4M
3
+$38.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$31.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$30M

Top Sells

1
+$49.6M
2
+$40.7M
3
+$34.3M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$27M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$22.6M

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
826
$339K 0.01%
3,391
-321
827
$338K 0.01%
+4,117
828
$337K 0.01%
12,200
+500
829
$336K 0.01%
11,499
+1,132
830
$335K 0.01%
6,761
+5
831
$335K 0.01%
14,400
832
$334K 0.01%
8,717
833
$333K 0.01%
2,261
+263
834
$330K 0.01%
8,239
-8
835
$330K 0.01%
1,808
+386
836
$327K 0.01%
3,558
+904
837
$327K 0.01%
4,616
+120
838
$327K 0.01%
+6,921
839
$326K 0.01%
+2,516
840
$322K 0.01%
6,852
841
$321K 0.01%
6,436
+263
842
$321K 0.01%
8,200
843
$319K 0.01%
948
+205
844
$319K 0.01%
23,454
+10,762
845
$318K 0.01%
+5,304
846
$318K 0.01%
10,124
+268
847
$315K 0.01%
+12,174
848
$315K 0.01%
4,415
+739
849
$314K 0.01%
4,488
-198
850
$313K 0.01%
+6,246
32 33
34
35 36