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
851
$313K 0.01%
5,585
+154
852
$312K 0.01%
2,721
+995
853
$308K 0.01%
2,228
-296
854
$308K 0.01%
3,565
+210
855
$307K 0.01%
1,470
-11,115
856
$306K 0.01%
+1,410
857
$303K 0.01%
4,105
-40
858
$299K 0.01%
27,397
+3
859
$299K 0.01%
+2,811
860
$298K 0.01%
11,029
-81
861
$298K 0.01%
14,727
-764
862
$297K 0.01%
7,530
-1,700
863
$296K 0.01%
1,850
+3
864
$296K 0.01%
4,117
+753
865
$296K 0.01%
+10,996
866
$296K 0.01%
11,287
-10,865
867
$294K 0.01%
2,457
+335
868
$294K 0.01%
4,854
+10
869
$294K 0.01%
7,769
-13,211
870
$293K 0.01%
+3,372
871
$293K 0.01%
6,231
-1,329
872
$291K 0.01%
158
-19
873
$290K 0.01%
+1,102
874
$288K 0.01%
4,808
+282
875
$288K 0.01%
13,702
33 34
35
36 37