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
101
$698K 0.16%
29,968
-630
102
$691K 0.16%
2,823
+62
103
$662K 0.15%
6,491
-12
104
$634K 0.15%
5,631
+45
105
$624K 0.14%
+13,757
106
$607K 0.14%
18,650
107
$606K 0.14%
3,955
+1,134
108
$589K 0.13%
10,476
-1,872
109
$589K 0.13%
9,725
+261
110
$588K 0.13%
23,178
+60
111
$583K 0.13%
3,267
+514
112
$582K 0.13%
9,232
-350
113
$570K 0.13%
3,309
114
$565K 0.13%
4,411
+875
115
$564K 0.13%
4,310
116
$556K 0.13%
3,203
-195
117
$549K 0.13%
2,251
+199
118
$539K 0.12%
2,226
+214
119
$537K 0.12%
15,936
+10,108
120
$530K 0.12%
9,875
121
$527K 0.12%
12,061
122
$523K 0.12%
3,835
+636
123
$518K 0.12%
1,499
-228
124
$507K 0.12%
13,822
-46
125
$503K 0.12%
13,341
-20,650
3 4
5
6 7