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
876
$288K 0.01%
+906
877
$287K 0.01%
7,105
+341
878
$287K 0.01%
+3,424
879
$286K 0.01%
+1,174
880
$285K 0.01%
2,921
+94
881
$283K 0.01%
9,414
-3,525
882
$282K 0.01%
11,659
883
$282K 0.01%
12,718
+197
884
$281K 0.01%
1,286
+11
885
$281K 0.01%
10,144
+1,898
886
$280K 0.01%
13,946
-68
887
$279K 0.01%
6,075
+1,179
888
$279K 0.01%
10,441
889
$279K 0.01%
+4,800
890
$278K 0.01%
4,578
+946
891
$277K 0.01%
23,818
+1,488
892
$277K 0.01%
11,000
893
$276K 0.01%
7,580
+393
894
$274K 0.01%
4,195
+1
895
$274K 0.01%
+5,707
896
$274K 0.01%
22,350
-5,500
897
$273K 0.01%
43,966
+1,535
898
$273K 0.01%
11,511
899
$272K 0.01%
+13,632
900
$271K 0.01%
4,357
+1
34 35
36
37 38