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
126
$7.54M 0.2%
129,979
+17,440
127
$7.53M 0.2%
76,292
+5,614
128
$7.4M 0.19%
72,048
+1,708
129
$7.27M 0.19%
31,890
+1,849
130
$7.23M 0.19%
68,486
-1,931
131
$7.19M 0.19%
9
+2
132
$7.15M 0.19%
72,866
+8,966
133
$7.06M 0.18%
53,311
+2,027
134
$7.02M 0.18%
52,919
-913
135
$6.98M 0.18%
58,427
-67
136
$6.96M 0.18%
129,047
+12,393
137
$6.96M 0.18%
+223,243
138
$6.89M 0.18%
159,023
-541
139
$6.88M 0.18%
26,536
+1,998
140
$6.88M 0.18%
32,851
-1,305
141
$6.84M 0.18%
185,920
+130,057
142
$6.7M 0.17%
207,530
+46,428
143
$6.68M 0.17%
238,752
+12,041
144
$6.64M 0.17%
93,688
+3,710
145
$6.59M 0.17%
+203,430
146
$6.56M 0.17%
62,506
+14,174
147
$6.47M 0.17%
25,178
+584
148
$6.42M 0.17%
242,080
+25,119
149
$6.37M 0.17%
109,195
-19,085
150
$6.3M 0.16%
151,002
+13,694
4 5
6
7 8