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
$437M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.84M
3
+$1.22M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$959K
5
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$624K

Top Sells

1
+$12.1M
2
+$7.47M
3
+$2.92M
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$2.29M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.44M

Sector Composition

1 Technology 1.79%
2 Consumer Discretionary 1.37%
3 Energy 1.04%
4 Healthcare 0.93%
5 Financials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$970K 0.22%
9,262
+31
77
$961K 0.22%
8,329
-2,350
78
$961K 0.22%
6,372
-175
79
$932K 0.21%
9,442
+1,100
80
$928K 0.21%
8,837
+321
81
$920K 0.21%
6,452
-155
82
$914K 0.21%
6,800
-2,504
83
$908K 0.21%
6,465
+37
84
$847K 0.19%
34,956
+12,629
85
$847K 0.19%
5,116
+90
86
$837K 0.19%
27,526
+3,892
87
$824K 0.19%
9,945
+1,335
88
$816K 0.19%
3,603
+27
89
$816K 0.19%
7,680
-81
90
$815K 0.19%
16,190
+1,002
91
$807K 0.18%
16,140
+792
92
$795K 0.18%
11,852
-34,180
93
$775K 0.18%
1,323
-75
94
$755K 0.17%
2,368
+17
95
$715K 0.16%
39,554
-9,558
96
$708K 0.16%
2,972
+12
97
$707K 0.16%
14,915
98
$707K 0.16%
66,517
99
$699K 0.16%
7,765
+653
100
$698K 0.16%
40,290
+498
2 3
4
5 6