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
451
$377K 0.02%
+7,436
452
$376K 0.02%
+34,474
453
$374K 0.02%
+8,662
454
$369K 0.02%
15,141
-2,430
455
$367K 0.02%
12,635
+1,494
456
$366K 0.02%
+3,253
457
$363K 0.02%
+7,991
458
$362K 0.02%
+3,686
459
$362K 0.02%
20,250
460
$355K 0.02%
+6,922
461
$353K 0.02%
+1,312
462
$352K 0.02%
19,944
+984
463
$352K 0.02%
+7,185
464
$351K 0.02%
4,189
+500
465
$351K 0.02%
4,280
+1,280
466
$349K 0.02%
+2,034
467
$348K 0.02%
4,235
+2,376
468
$345K 0.02%
+1,662
469
$345K 0.02%
1,035
-10
470
$345K 0.02%
6,505
+566
471
$339K 0.02%
3,457
+857
472
$338K 0.02%
+4,141
473
$337K 0.02%
3,171
+46
474
$336K 0.02%
4,403
475
$333K 0.02%
12,100
17 18
19
20 21