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
201
$4.62M 0.12%
41,471
+4,542
202
$4.6M 0.12%
86,722
+68,735
203
$4.53M 0.12%
8,295
+978
204
$4.5M 0.12%
56,035
+7,645
205
$4.5M 0.12%
125,693
+18,399
206
$4.49M 0.12%
34,853
+9,409
207
$4.47M 0.12%
57,327
-1,204
208
$4.46M 0.12%
19,482
+3,881
209
$4.43M 0.11%
11,937
-2,038
210
$4.4M 0.11%
53,494
+2,406
211
$4.39M 0.11%
16,760
+925
212
$4.33M 0.11%
95,602
-14,207
213
$4.31M 0.11%
43,411
+168
214
$4.29M 0.11%
106,819
-73,553
215
$4.23M 0.11%
263,610
+126,410
216
$4.22M 0.11%
7,151
-98
217
$4.19M 0.11%
+361,452
218
$4.19M 0.11%
16,885
+93
219
$4.17M 0.11%
71,407
-784
220
$4.17M 0.11%
16,752
-581
221
$4.13M 0.11%
23,974
-5,674
222
$4.13M 0.11%
37,031
+7,217
223
$4.13M 0.11%
11,088
+495
224
$4.13M 0.11%
29,697
+507
225
$4.05M 0.11%
43,400
+120
7 8
9
10 11