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
376
$44K 0.01%
10,000
377
$42.2K 0.01%
20,000
378
– –
-41,667
379
– –
-22,282
380
– –
-21,773
381
– –
-11,281
382
– –
-1,400
383
– –
-8,100
384
– –
-3,942
385
– –
-3,561
386
– –
-6,655
387
– –
-860
388
– –
-16,927
389
– –
-20,382
390
– –
-7,870
391
– –
-5,152
392
– –
-2,288
393
– –
-33,797
394
– –
-5,481
395
– –
-835
396
– –
-256
397
– –
-12,497
398
– –
-12,755
399
– –
-94,766
400
– –
-3,397
13 14 15
16
17