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
426
$442K 0.03%
9,329
+180
427
$440K 0.03%
6,780
+2,920
428
$439K 0.03%
7,065
+3,050
429
$438K 0.03%
9,461
-144
430
$427K 0.03%
+7,235
431
$425K 0.03%
+4,963
432
$419K 0.03%
+2,869
433
$417K 0.03%
9,162
+983
434
$416K 0.03%
+5,369
435
$415K 0.03%
13,870
+162
436
$412K 0.03%
10,557
+582
437
$406K 0.03%
+20,324
438
$406K 0.03%
+17,987
439
$405K 0.03%
5,353
+164
440
$404K 0.03%
+11,192
441
$402K 0.03%
+2,715
442
$402K 0.03%
16,336
+9
443
$400K 0.02%
3,819
-520
444
$395K 0.02%
+5,975
445
$393K 0.02%
+2,527
446
$390K 0.02%
22,629
-301
447
$389K 0.02%
1,737
+6
448
$385K 0.02%
+11,496
449
$379K 0.02%
4,105
-96
450
$378K 0.02%
+4,402
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