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
$1.61B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$59.7M
3
+$26.2M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$24.3M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$22.1M

Top Sells

1
+$23.3M
2
+$2.5M
3
+$2.13M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$1.32M
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
401
$513K 0.03%
2,500
+125
402
$509K 0.03%
17,794
+9,201
403
$505K 0.03%
+7,688
404
$503K 0.03%
14,190
+61
405
$500K 0.03%
2,032
-102
406
$498K 0.03%
5,120
-25,457
407
$498K 0.03%
+5,213
408
$494K 0.03%
3,152
+1,847
409
$493K 0.03%
+4,161
410
$480K 0.03%
+1,867
411
$479K 0.03%
18,432
+10,680
412
$477K 0.03%
+7,804
413
$476K 0.03%
+4,175
414
$474K 0.03%
7,204
+21
415
$472K 0.03%
2,429
+1,250
416
$472K 0.03%
22,506
417
$471K 0.03%
+12,131
418
$470K 0.03%
+17,037
419
$468K 0.03%
9,305
-5,194
420
$468K 0.03%
3,795
+50
421
$468K 0.03%
12,749
+153
422
$463K 0.03%
+12,509
423
$462K 0.03%
+8,208
424
$457K 0.03%
+3,013
425
$452K 0.03%
+3,272
15 16
17
18 19