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
901
$270K 0.01%
8,137
+409
902
$270K 0.01%
+10,609
903
$270K 0.01%
23,244
904
$270K 0.01%
15,962
+3,787
905
$269K 0.01%
5,724
+120
906
$268K 0.01%
+3,214
907
$268K 0.01%
5,107
+1,577
908
$267K 0.01%
508
-256
909
$266K 0.01%
7,428
-324
910
$265K 0.01%
4,150
-6,303
911
$263K 0.01%
2,848
+104
912
$263K 0.01%
9,262
+2,163
913
$262K 0.01%
+12,184
914
$261K 0.01%
+13,416
915
$261K 0.01%
+4,757
916
$261K 0.01%
2,337
-103
917
$261K 0.01%
6,015
+418
918
$260K 0.01%
1,775
+52
919
$259K 0.01%
+3,153
920
$259K 0.01%
+3,066
921
$257K 0.01%
2,824
-247
922
$256K 0.01%
+10,000
923
$252K 0.01%
2,956
924
$252K 0.01%
+9,870
925
$252K 0.01%
1,955
-5
35 36
37
38 39