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
351
$220K 0.03%
+2,130
352
$220K 0.03%
+6,196
353
$219K 0.03%
+10,550
354
$216K 0.03%
+16,990
355
$216K 0.03%
+16,050
356
$215K 0.03%
+2,352
357
$215K 0.03%
+4,914
358
$214K 0.03%
+815
359
$213K 0.03%
4,233
-633
360
$212K 0.03%
+3,831
361
$211K 0.03%
+1,279
362
$207K 0.03%
+5,720
363
$205K 0.03%
+480
364
$203K 0.03%
+2,624
365
$202K 0.03%
+2,109
366
$200K 0.03%
4,212
-2,335
367
$200K 0.03%
+2,062
368
$198K 0.03%
19,909
369
$195K 0.03%
12,168
-379
370
$171K 0.02%
15,650
+750
371
$170K 0.02%
13,956
+3,580
372
$133K 0.02%
11,961
373
$108K 0.01%
10,042
+42
374
$103K 0.01%
3,820
+3,176
375
$69.7K 0.01%
4,567
+567
13 14
15
16 17