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
151
$6.29M 0.16%
87,640
+6,712
152
$6.19M 0.16%
32,551
+756
153
$6.12M 0.16%
26,236
-93
154
$6.11M 0.16%
42,094
+15,361
155
$5.97M 0.16%
34,409
+5,974
156
$5.94M 0.15%
+300,016
157
$5.87M 0.15%
30,270
+15,295
158
$5.86M 0.15%
74,267
+29,241
159
$5.78M 0.15%
56,573
+813
160
$5.77M 0.15%
20,761
+1,444
161
$5.76M 0.15%
81,843
+77,350
162
$5.76M 0.15%
71,840
-332
163
$5.73M 0.15%
84,484
+8,428
164
$5.72M 0.15%
61,007
-6,406
165
$5.62M 0.15%
75,247
+2,252
166
$5.59M 0.15%
95,491
-1,023
167
$5.58M 0.14%
25,119
-3,466
168
$5.52M 0.14%
97,842
-686,328
169
$5.5M 0.14%
169,127
-88,255
170
$5.45M 0.14%
31,445
-10,188
171
$5.44M 0.14%
152,649
+42,350
172
$5.41M 0.14%
113,928
-73,686
173
$5.39M 0.14%
32,712
-6,081
174
$5.34M 0.14%
17,119
+3,127
175
$5.34M 0.14%
108,119
+42,358
5 6
7
8 9