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
301
$309K 0.04%
+11,059
302
$309K 0.04%
+6,339
303
$306K 0.04%
+9,012
304
$306K 0.04%
+4,855
305
$301K 0.04%
19,850
306
$300K 0.04%
1,675
+269
307
$298K 0.04%
+7,629
308
$298K 0.04%
+11,250
309
$297K 0.04%
6,277
+24
310
$295K 0.04%
4,683
-1,069
311
$291K 0.04%
+4,250
312
$290K 0.04%
+6,319
313
$289K 0.04%
2,745
-1,936
314
$289K 0.04%
5,561
-8,205
315
$289K 0.04%
12,220
-1,610
316
$288K 0.04%
6,668
-2,480
317
$286K 0.04%
+3,838
318
$284K 0.04%
6,957
-122
319
$283K 0.04%
+3,131
320
$278K 0.04%
7,721
+1,223
321
$278K 0.04%
+1,975
322
$274K 0.04%
+7,527
323
$273K 0.04%
8,518
+402
324
$268K 0.03%
7,300
-400
325
$267K 0.03%
+2,489
11 12
13
14 15