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
$770M
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$27.3M
3
+$25.1M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$20.3M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$16.9M

Top Sells

1
+$20.9M
2
+$20.3M
3
+$17.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$12.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$12.8M

Sector Composition

1 Technology 6.32%
2 Healthcare 3.61%
3 Financials 2.87%
4 Consumer Staples 2.38%
5 Consumer Discretionary 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$483K 0.06%
12,802
+3,501
227
$481K 0.06%
+1,960
228
$477K 0.06%
7,471
+453
229
$477K 0.06%
3,817
+1,274
230
$474K 0.06%
6,005
-114
231
$473K 0.06%
+7,470
232
$472K 0.06%
14,765
+186
233
$466K 0.06%
+4,140
234
$462K 0.06%
+8,426
235
$461K 0.06%
+3,473
236
$460K 0.06%
4,584
-4,411
237
$453K 0.06%
4,142
+898
238
$453K 0.06%
1,000
+502
239
$449K 0.06%
10,436
+332
240
$447K 0.06%
24,468
+3,788
241
$442K 0.06%
+701
242
$442K 0.06%
+2,620
243
$438K 0.06%
5,526
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244
$434K 0.06%
2,945
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245
$433K 0.06%
+6,665
246
$431K 0.06%
+1,571
247
$431K 0.06%
1,453
+208
248
$430K 0.06%
+13,428
249
$430K 0.06%
+8,518
250
$429K 0.06%
+3,655
8 9
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