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
251
$1.16M 0.07%
+7,690
252
$1.15M 0.07%
15,333
+2,978
253
$1.13M 0.07%
35,922
254
$1.13M 0.07%
+10,237
255
$1.12M 0.07%
15,873
+8,159
256
$1.12M 0.07%
22,843
+9,019
257
$1.11M 0.07%
24,538
+17,688
258
$1.11M 0.07%
41,652
+28,757
259
$1.09M 0.07%
+10,321
260
$1.06M 0.07%
28,606
+17,146
261
$1.06M 0.07%
+3,169
262
$1.05M 0.07%
5,966
-329
263
$1.05M 0.07%
16,622
+5,332
264
$1.04M 0.06%
+5,700
265
$1.04M 0.06%
13,940
+4,300
266
$1.04M 0.06%
9,980
+159
267
$1.03M 0.06%
19,329
+14,798
268
$1.03M 0.06%
+36,664
269
$1.01M 0.06%
+7,674
270
$1.01M 0.06%
+10,389
271
$1M 0.06%
+15,764
272
$999K 0.06%
9,075
+2,780
273
$996K 0.06%
24,867
+82
274
$993K 0.06%
+25,353
275
$982K 0.06%
9,613
+5,640
9 10
11
12 13