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
326
$265K 0.03%
3,508
-3,053
327
$262K 0.03%
969
-27
328
$260K 0.03%
+9,030
329
$259K 0.03%
1,906
+98
330
$259K 0.03%
318
-59
331
$257K 0.03%
4,965
+23
332
$255K 0.03%
+4,968
333
$252K 0.03%
+1,928
334
$251K 0.03%
14,691
+648
335
$251K 0.03%
2,974
-632
336
$248K 0.03%
+1,610
337
$245K 0.03%
10,750
338
$242K 0.03%
+1,992
339
$240K 0.03%
+1,846
340
$234K 0.03%
+5,332
341
$231K 0.03%
+1,408
342
$228K 0.03%
3,529
+1
343
$228K 0.03%
+2,043
344
$227K 0.03%
+4,277
345
$227K 0.03%
+4,835
346
$227K 0.03%
7,422
347
$225K 0.03%
+865
348
$224K 0.03%
+2,839
349
$223K 0.03%
+2,645
350
$220K 0.03%
+1,900
12 13
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