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
376
$557K 0.03%
+4,570
377
$557K 0.03%
21,887
-507
378
$556K 0.03%
21,438
-1,371
379
$553K 0.03%
4,265
+2,065
380
$552K 0.03%
+2,755
381
$549K 0.03%
1,746
+962
382
$546K 0.03%
+7,082
383
$545K 0.03%
+7,090
384
$540K 0.03%
+2,959
385
$539K 0.03%
7,887
+1,958
386
$538K 0.03%
17,811
+482
387
$536K 0.03%
+12,460
388
$536K 0.03%
+7,368
389
$531K 0.03%
+2,727
390
$530K 0.03%
3,555
+215
391
$526K 0.03%
7,807
+138
392
$526K 0.03%
1,764
+1,179
393
$525K 0.03%
12,319
+1,817
394
$524K 0.03%
25,683
+94
395
$523K 0.03%
9,026
+1,561
396
$520K 0.03%
58,655
397
$520K 0.03%
7,576
+15
398
$516K 0.03%
7,335
+60
399
$515K 0.03%
11,881
+2,735
400
$514K 0.03%
10,010
+4,024
14 15
16
17 18