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
State Street 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
201
$268K 0.06%
6,686
202
$268K 0.06%
1,082
-85
203
$264K 0.06%
+9,550
204
$264K 0.06%
1,990
+63
205
$263K 0.06%
12,785
206
$262K 0.06%
6,354
-44
207
$262K 0.06%
4,272
+228
208
$261K 0.06%
+2,445
209
$259K 0.06%
5,778
-1,586
210
$256K 0.06%
+2,696
211
$255K 0.06%
973
-5
212
$253K 0.06%
4,425
213
$252K 0.06%
2,158
-200
214
$249K 0.06%
4,894
+290
215
$248K 0.06%
9,483
-13
216
$247K 0.06%
2,467
+41
217
$242K 0.06%
+4,378
218
$239K 0.05%
2,781
+10
219
$238K 0.05%
1,039
-40
220
$237K 0.05%
5,635
+244
221
$234K 0.05%
11,487
222
$233K 0.05%
+10,532
223
$228K 0.05%
+7,700
224
$227K 0.05%
2,061
+53
225
$225K 0.05%
1,606
-261
7 8
9
10 11