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
976
$219K 0.01%
+9,150
977
$218K 0.01%
+17,311
978
$218K 0.01%
9,105
-581
979
$218K 0.01%
8,580
-690
980
$217K 0.01%
+3,460
981
$216K 0.01%
1,950
-30
982
$216K 0.01%
4,295
-294
983
$216K 0.01%
639
-424
984
$215K 0.01%
+3,015
985
$215K 0.01%
+8,738
986
$214K 0.01%
+1,585
987
$212K 0.01%
2,334
988
$211K 0.01%
+4,437
989
$210K 0.01%
1,047
-14,707
990
$210K 0.01%
5,546
991
$209K 0.01%
824
+100
992
$209K 0.01%
+7,394
993
$209K 0.01%
+4,203
994
$209K 0.01%
12,001
-1,106
995
$208K 0.01%
+3,626
996
$208K 0.01%
7,798
-1,863
997
$208K 0.01%
1,822
998
$207K 0.01%
5,370
+60
999
$206K 0.01%
+7,127
1000
$206K 0.01%
+7,964
38 39
40
41 42