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
476
$333K 0.02%
+84
477
$333K 0.02%
7,329
-1,151
478
$330K 0.02%
3,745
479
$329K 0.02%
7,732
+624
480
$328K 0.02%
+5,531
481
$327K 0.02%
9,838
+2,108
482
$325K 0.02%
18,220
-1,826
483
$321K 0.02%
+2,107
484
$320K 0.02%
+15,700
485
$319K 0.02%
10,345
+2,198
486
$316K 0.02%
+25,168
487
$315K 0.02%
+8,366
488
$314K 0.02%
+4,624
489
$312K 0.02%
+2,665
490
$311K 0.02%
+3,885
491
$309K 0.02%
+9,065
492
$309K 0.02%
+2,251
493
$309K 0.02%
+11,263
494
$307K 0.02%
4,677
+4
495
$306K 0.02%
2,237
+315
496
$303K 0.02%
+986
497
$303K 0.02%
+3,328
498
$300K 0.02%
4,662
+2
499
$300K 0.02%
+8,424
500
$299K 0.02%
+3,837
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