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
926
$251K 0.01%
3,479
+982
927
$251K 0.01%
+6,293
928
$251K 0.01%
4,948
+41
929
$250K 0.01%
5,978
-167
930
$249K 0.01%
8,516
+491
931
$249K 0.01%
2,180
+653
932
$249K 0.01%
+3,154
933
$248K 0.01%
+9,753
934
$247K 0.01%
+4,390
935
$247K 0.01%
3,922
+70
936
$247K 0.01%
3,821
937
$246K 0.01%
734
-200
938
$245K 0.01%
+1,108
939
$243K 0.01%
2,980
-954
940
$242K 0.01%
4,912
+306
941
$242K 0.01%
+10,723
942
$242K 0.01%
+5,894
943
$242K 0.01%
12,406
-937
944
$242K 0.01%
5,242
+420
945
$241K 0.01%
4,743
946
$241K 0.01%
+5,370
947
$241K 0.01%
5,745
+163
948
$240K 0.01%
3,502
+1
949
$239K 0.01%
2,956
-4,619
950
$238K 0.01%
+2,133
36 37
38
39 40