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WIA
World Investment Advisors Portfolio holdings
AUM
$6.2B
1-Year Est. Return
19.68%
This Fund
S&P 500
This Quarter
Est. Return
-12.57%
1 Year Est. Return
+19.68%
3 Year Est. Return
+55.4%
5 Year Est. Return
+56.44%
10 Year Est. Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$231M
Cap. Flow
% of AUM
103.78%
Top 10 Holdings %
Top 10 Hldgs %
49.87%
Holding
157
New
157
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$25.8M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$18.9M |
| 3 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$14.7M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$12.6M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$8.34M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 3.5% |
| 2 | Consumer Discretionary | 2.33% |
| 3 | Technology | 2.04% |
| 4 | Consumer Staples | 1.82% |
| 5 | Financials | 1.55% |
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World Investment Advisors's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for World Investment Advisors, which disclosed 157 positions worth $223M. Its ten largest holdings account for 50% of the portfolio.
Its largest position is iShares S&P 500 Value ETF: 235,768 shares worth $23.9M.
By sector, the portfolio is most concentrated in Energy at 3.5% of assets, followed by Consumer Discretionary and Technology.
- World Investment Advisors's largest Q4 2018 buy was iShares S&P 500 Value ETF: 235,768 shares worth $23.9M.
- World Investment Advisors's ten largest holdings make up 50% of its $223M portfolio in Q4 2018.
- World Investment Advisors disclosed 157 positions in Q4 2018, its first 13F filing on record.
Based on World Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.