WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
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
+$30.4M
2
+$25.3M
3
+$23.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$18.5M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$15.7M

Top Sells

1
+$18.8M
2
+$18.4M
3
+$16.1M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$11.9M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$11.6M

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
376
$44K 0.01%
10,000
377
$42.2K 0.01%
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378
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