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
1001
$205K 0.01%
+15,609
1002
$204K 0.01%
4,181
-38,475
1003
$204K 0.01%
5,100
-100
1004
$202K 0.01%
+1,024
1005
$202K 0.01%
1,360
-200
1006
$202K 0.01%
+9,142
1007
$202K 0.01%
+1,129
1008
$202K 0.01%
4,271
-1,046
1009
$202K 0.01%
+3,873
1010
$201K 0.01%
953
-27,885
1011
$201K 0.01%
13,325
1012
$201K 0.01%
5,390
-300
1013
$201K 0.01%
4,455
-14,614
1014
$199K 0.01%
+12,422
1015
$198K 0.01%
11,521
+1,485
1016
$195K 0.01%
+11,075
1017
$192K 0.01%
+15,477
1018
$192K 0.01%
20,000
-12,014
1019
$190K ﹤0.01%
7,833
+1,829
1020
$184K ﹤0.01%
11,372
+660
1021
$183K ﹤0.01%
22,647
+817
1022
$171K ﹤0.01%
17,097
1023
$169K ﹤0.01%
11,083
-765
1024
$167K ﹤0.01%
11,500
1025
$144K ﹤0.01%
+10,417
39 40
41
42 43