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
251
$427K 0.06%
5,744
+1,334
252
$420K 0.05%
+4,188
253
$417K 0.05%
9,637
+209
254
$414K 0.05%
+4,189
255
$409K 0.05%
702
+118
256
$404K 0.05%
+2,500
257
$402K 0.05%
2,988
-78
258
$401K 0.05%
+15,220
259
$400K 0.05%
+3,450
260
$399K 0.05%
+16,172
261
$396K 0.05%
21,339
262
$390K 0.05%
12,743
+171
263
$390K 0.05%
15,603
+36
264
$389K 0.05%
+1,596
265
$384K 0.05%
+11,070
266
$379K 0.05%
8,478
+1
267
$378K 0.05%
+13,600
268
$378K 0.05%
6,366
+143
269
$375K 0.05%
15,994
+498
270
$369K 0.05%
+5,400
271
$369K 0.05%
+9,820
272
$367K 0.05%
2,896
+835
273
$365K 0.05%
2,099
-116,836
274
$364K 0.05%
1,667
+5
275
$359K 0.05%
1,385
+170
9 10
11
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