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
151
$403K 0.09%
7,185
+281
152
$402K 0.09%
3,717
-24
153
$399K 0.09%
4,921
+399
154
$388K 0.09%
4,410
-175
155
$386K 0.09%
1,671
+7
156
$383K 0.09%
1,600
-153
157
$380K 0.09%
19,000
-760
158
$377K 0.09%
2,764
159
$373K 0.09%
2,558
+96
160
$371K 0.08%
+1,362
161
$371K 0.08%
2,112
+16
162
$368K 0.08%
21,901
163
$368K 0.08%
3,576
-813
164
$365K 0.08%
+4,327
165
$365K 0.08%
2,215
-179
166
$364K 0.08%
+4,252
167
$361K 0.08%
7,527
+522
168
$354K 0.08%
13,192
169
$349K 0.08%
+23,650
170
$345K 0.08%
11,499
+2,540
171
$344K 0.08%
6,428
-132
172
$342K 0.08%
20,925
173
$339K 0.08%
2,780
174
$333K 0.08%
3,345
-42
175
$328K 0.08%
2,994
+208
5 6
7
8 9