WIA
World Investment Advisors Portfolio holdings
AUM
$4.4B
1-Year Return
15.92%
This Quarter Return
-16.42%
1 Year Return
+15.92%
3 Year Return
+54.85%
5 Year Return
+82.2%
10 Year Return
–
AUM
$215M
AUM Growth
-$40.9M
(-16%)
Cap. Flow
+$2.81M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
48.68%
Holding
187
New
22
Increased
54
Reduced
56
Closed
47
Top Buys
Top Sells
| 1 |
Walmart
WMT
|
$2.88M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.27M |
| 3 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$1.83M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.74M |
| 5 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$1.27M |
Sector Composition
| 1 | Technology | 1.51% |
| 2 | Consumer Discretionary | 1.26% |
| 3 | Energy | 0.67% |
| 4 | Financials | 0.59% |
| 5 | Healthcare | 0.55% |
