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
276
$977K 0.06%
1,083
+192
277
$971K 0.06%
+1,685
278
$971K 0.06%
7,539
+3,297
279
$971K 0.06%
+37,332
280
$965K 0.06%
13,397
-111
281
$961K 0.06%
3,112
+52
282
$947K 0.06%
4,799
+385
283
$938K 0.06%
+35,291
284
$934K 0.06%
15,490
+7,087
285
$930K 0.06%
+7,791
286
$923K 0.06%
+19,014
287
$921K 0.06%
+33,842
288
$903K 0.06%
27,052
+1,479
289
$898K 0.06%
+31,566
290
$898K 0.06%
4,921
+929
291
$884K 0.06%
18,976
+408
292
$873K 0.05%
+15,238
293
$869K 0.05%
21,200
+7,287
294
$869K 0.05%
4,470
+1,315
295
$863K 0.05%
25,586
+11,082
296
$860K 0.05%
7,809
+2,565
297
$850K 0.05%
+28,000
298
$850K 0.05%
4,189
+2,291
299
$850K 0.05%
37,396
+1,851
300
$846K 0.05%
+14,860
10 11
12
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