WIA
World Investment Advisors Portfolio holdings
AUM
$4.4B
This Quarter Return
+2.62%
1 Year Return
+15.92%
3 Year Return
+54.85%
5 Year Return
+82.2%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+3.2%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
58.43%
Holding
160
New
32
Increased
56
Reduced
48
Closed
13
Top Buys
| 1 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$2.19M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.83M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.55M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.54M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$1.52M |
Top Sells
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Financials | 1.26% |
| 3 | Consumer Discretionary | 1.26% |
| 4 | Energy | 0.86% |
| 5 | Consumer Staples | 0.85% |
