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
176
$5.32M 0.14%
74,257
+9,460
177
$5.28M 0.14%
16,959
+193
178
$5.28M 0.14%
30,869
+902
179
$5.26M 0.14%
72,564
+4,016
180
$5.17M 0.13%
182,687
-54,790
181
$5.15M 0.13%
133,968
-210,934
182
$5.14M 0.13%
22,693
+2,081
183
$5.11M 0.13%
51,209
+4,035
184
$5.09M 0.13%
153,364
+5,671
185
$5M 0.13%
295,104
+67,567
186
$4.92M 0.13%
195,718
+17,362
187
$4.92M 0.13%
53,737
+1,055
188
$4.9M 0.13%
133,167
189
$4.89M 0.13%
37,339
+1,418
190
$4.88M 0.13%
59,678
+521
191
$4.85M 0.13%
19,868
+1,647
192
$4.82M 0.13%
299,350
+123,980
193
$4.8M 0.12%
155,761
-98,714
194
$4.79M 0.12%
80,490
+9,933
195
$4.79M 0.12%
22,600
+213
196
$4.77M 0.12%
50,003
+18,726
197
$4.74M 0.12%
45,214
+5,259
198
$4.73M 0.12%
52,731
-9,512
199
$4.67M 0.12%
18,404
+1,043
200
$4.65M 0.12%
31,470
+768
6 7
8
9 10