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
276
$356K 0.05%
+14,352
277
$350K 0.05%
+4,248
278
$348K 0.05%
2,239
-35
279
$347K 0.05%
+3,859
280
$345K 0.04%
+10,254
281
$343K 0.04%
5,364
-261
282
$340K 0.04%
+3,342
283
$339K 0.04%
1,990
+370
284
$335K 0.04%
3,253
285
$334K 0.04%
4,040
+1,200
286
$332K 0.04%
+12,887
287
$331K 0.04%
+24,035
288
$327K 0.04%
3,080
289
$325K 0.04%
+3,436
290
$325K 0.04%
+5,409
291
$324K 0.04%
6,998
-6,851
292
$323K 0.04%
1,805
+406
293
$322K 0.04%
+11,853
294
$321K 0.04%
6,355
+223
295
$319K 0.04%
13,706
-159,926
296
$317K 0.04%
+1,266
297
$316K 0.04%
3,123
298
$315K 0.04%
15,589
+177
299
$311K 0.04%
+4,966
300
$310K 0.04%
+1,895
10 11
12
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