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
1026
$143K ﹤0.01%
16,009
+1,118
1027
$140K ﹤0.01%
13,060
-341
1028
$131K ﹤0.01%
+10,727
1029
$125K ﹤0.01%
5,300
-1
1030
$123K ﹤0.01%
10,950
1031
$119K ﹤0.01%
11,429
1032
$114K ﹤0.01%
11,000
1033
$97.2K ﹤0.01%
25,650
+3,735
1034
$97K ﹤0.01%
25,394
+3,197
1035
$93.3K ﹤0.01%
100,000
1036
$91.5K ﹤0.01%
+12,874
1037
$81.3K ﹤0.01%
10,776
1038
$78.4K ﹤0.01%
+12,519
1039
$77.5K ﹤0.01%
20,666
1040
$67.4K ﹤0.01%
40,618
1041
$29.3K ﹤0.01%
10,750
1042
$18.4K ﹤0.01%
27,930
+10,180
1043
$14.8K ﹤0.01%
22,611
1044
$5.84K ﹤0.01%
21,644
-8,040
1045
$2.3K ﹤0.01%
10,000
1046
$402 ﹤0.01%
10,000
1047
– –
-10,066
1048
– –
-33,259
1049
– –
-7,961
1050
– –
-6,078
40 41
42
43 44