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
76
$11.2M 0.29%
70,621
+5,636
77
$11.2M 0.29%
245,023
+18,030
78
$11M 0.29%
66,032
+1,643
79
$11M 0.29%
81,292
-1,166
80
$11M 0.29%
36,448
+2,011
81
$10.8M 0.28%
238,900
+14,363
82
$10.8M 0.28%
134,993
-605,874
83
$10.8M 0.28%
217,011
+7,748
84
$10.3M 0.27%
73,901
+1,078
85
$10.2M 0.26%
23,446
+2,909
86
$10.2M 0.26%
193,683
-64,262
87
$10.2M 0.26%
275,439
+16,973
88
$10.2M 0.26%
45,831
+9,363
89
$10.1M 0.26%
50,240
+2,904
90
$10M 0.26%
37,776
+689
91
$9.97M 0.26%
19,618
+1,049
92
$9.9M 0.26%
160,403
+4,504
93
$9.7M 0.25%
+167,589
94
$9.6M 0.25%
162,956
+125,202
95
$9.59M 0.25%
57,782
+5,218
96
$9.52M 0.25%
11,962
+5,210
97
$9.41M 0.24%
119,246
+8,474
98
$9.36M 0.24%
161,673
+673
99
$9.32M 0.24%
+133,604
100
$9.27M 0.24%
197,464
+9,002
2 3
4
5 6