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
101
$9.01M 0.23%
46,656
+3,916
102
$9M 0.23%
89,470
+51,160
103
$8.99M 0.23%
43,264
-336
104
$8.77M 0.23%
160,218
-3,450
105
$8.68M 0.23%
50,913
+2,886
106
$8.65M 0.22%
16,207
+367
107
$8.6M 0.22%
36,393
-1,184
108
$8.59M 0.22%
22,403
-3,002
109
$8.52M 0.22%
60,909
-6,157
110
$8.46M 0.22%
102,316
+2,189
111
$8.32M 0.22%
16,722
-233
112
$8.29M 0.22%
183,781
113
$8.28M 0.21%
199,669
+109,473
114
$8.17M 0.21%
53,157
+1,629
115
$8.05M 0.21%
103,369
+14,787
116
$7.99M 0.21%
54,850
+1,172
117
$7.96M 0.21%
38,439
+899
118
$7.96M 0.21%
172,918
-247
119
$7.93M 0.21%
121,471
+49,072
120
$7.87M 0.2%
324,209
+33,462
121
$7.74M 0.2%
26,867
+2,553
122
$7.7M 0.2%
194,052
+183,640
123
$7.62M 0.2%
294,502
+28,882
124
$7.55M 0.2%
150,345
-7,310
125
$7.55M 0.2%
109,529
+106,169
3 4
5
6 7