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
951
$236K 0.01%
18,557
-200
952
$236K 0.01%
3,577
-1,952
953
$236K 0.01%
1,079
-150
954
$235K 0.01%
1,858
-66
955
$234K 0.01%
2,391
+1
956
$233K 0.01%
1,031
-475
957
$232K 0.01%
4,800
+28
958
$232K 0.01%
6,770
959
$231K 0.01%
5,958
-1,225
960
$230K 0.01%
11,646
+530
961
$230K 0.01%
+362
962
$228K 0.01%
+1,476
963
$227K 0.01%
2,180
-56
964
$227K 0.01%
+1,815
965
$225K 0.01%
8,587
966
$225K 0.01%
+4,988
967
$225K 0.01%
5,790
+96
968
$224K 0.01%
8,720
-3,519
969
$224K 0.01%
+3,802
970
$221K 0.01%
+8,422
971
$221K 0.01%
+3,293
972
$221K 0.01%
18,598
+4,265
973
$220K 0.01%
12,128
+934
974
$220K 0.01%
866
+46
975
$219K 0.01%
+3,596
37 38
39
40 41