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
351
$647K 0.04%
20,500
-100
352
$631K 0.04%
+8,766
353
$631K 0.04%
+4,959
354
$626K 0.04%
+11,990
355
$624K 0.04%
+6,799
356
$622K 0.04%
17,452
357
$610K 0.04%
5,191
+1,977
358
$607K 0.04%
18,816
-17,920
359
$605K 0.04%
+23,926
360
$601K 0.04%
13,184
+8,514
361
$596K 0.04%
+7,745
362
$594K 0.04%
7,334
+9
363
$593K 0.04%
5,188
+3,588
364
$592K 0.04%
23,857
+29
365
$589K 0.04%
717
+167
366
$583K 0.04%
5,828
+1,551
367
$581K 0.04%
+2,724
368
$580K 0.04%
11,948
+473
369
$578K 0.04%
19,620
+2,135
370
$575K 0.04%
+350
371
$572K 0.04%
27,176
+13,873
372
$566K 0.04%
+1,298
373
$566K 0.04%
3,136
+1,726
374
$563K 0.04%
14,776
+6,291
375
$559K 0.03%
3,309
+2,185
13 14
15
16 17