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
$1.61B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$67.4M
3
+$26.2M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$24.9M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$22M

Top Sells

1
+$144M
2
+$2.87M
3
+$2.48M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$1.31M
5
EL icon
Estee Lauder
EL
+$1.01M

Sector Composition

1 Technology 10.45%
2 Healthcare 5.3%
3 Financials 4.67%
4 Communication Services 3.11%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.29M 0.08%
+51,775
227
$1.29M 0.08%
14,024
+10,700
228
$1.28M 0.08%
7,359
+4,821
229
$1.28M 0.08%
+1,623
230
$1.27M 0.08%
6,969
+5,321
231
$1.27M 0.08%
12,752
+10,722
232
$1.26M 0.08%
51,060
+6,051
233
$1.25M 0.08%
1,940
234
$1.25M 0.08%
25,232
+8,254
235
$1.24M 0.08%
10,282
+4,048
236
$1.24M 0.08%
22,523
+18,295
237
$1.23M 0.08%
3,601
+2,233
238
$1.23M 0.08%
+34,926
239
$1.22M 0.08%
+48,803
240
$1.22M 0.08%
5,109
+1,205
241
$1.22M 0.08%
49,331
-15,645
242
$1.22M 0.08%
+75,321
243
$1.22M 0.08%
+37,769
244
$1.21M 0.08%
3,930
+2,240
245
$1.21M 0.08%
+8,764
246
$1.21M 0.08%
+33,874
247
$1.2M 0.07%
23,903
+13,021
248
$1.19M 0.07%
+11,864
249
$1.18M 0.07%
48,760
+17,328
250
$1.16M 0.07%
19,971
+5,158
8 9
10
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