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
26
$5.16M 0.67%
7,804
+7,430
27
$5.11M 0.66%
138,053
-2,395
28
$5.1M 0.66%
53,580
+47,596
29
$5.07M 0.66%
19,492
+17,587
30
$4.98M 0.65%
107,667
+72,781
31
$4.94M 0.64%
104,524
+68,320
32
$4.65M 0.6%
7,802
+7,408
33
$4.55M 0.59%
163,878
-2,154
34
$4.54M 0.59%
10,392
+1,713
35
$4.43M 0.58%
31,412
+29,614
36
$4.12M 0.54%
7,827
+7,022
37
$3.94M 0.51%
50,557
-5,643
38
$3.87M 0.5%
39,467
+33,501
39
$3.78M 0.49%
+14,415
40
$3.76M 0.49%
81,562
-63,821
41
$3.73M 0.48%
+6,846
42
$3.72M 0.48%
52,892
+921
43
$3.55M 0.46%
67,335
+5,442
44
$3.55M 0.46%
63,835
-16,581
45
$3.54M 0.46%
23,710
+12,415
46
$3.49M 0.45%
+2,878
47
$3.46M 0.45%
+38,408
48
$3.43M 0.45%
20,218
+18,981
49
$3.4M 0.44%
22,774
+1,160
50
$3.38M 0.44%
+54,591
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