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
501
$299K 0.02%
4,536
502
$298K 0.02%
2,743
-56
503
$296K 0.02%
+6,021
504
$295K 0.02%
4,082
-156
505
$291K 0.02%
+5,503
506
$291K 0.02%
+1,434
507
$288K 0.02%
3,835
+350
508
$285K 0.02%
+1,567
509
$284K 0.02%
+14,410
510
$283K 0.02%
4,814
+13
511
$282K 0.02%
2,986
512
$282K 0.02%
+2,890
513
$280K 0.02%
+3,557
514
$280K 0.02%
+1,612
515
$279K 0.02%
+3,148
516
$278K 0.02%
+8,232
517
$278K 0.02%
+5,782
518
$277K 0.02%
+6,251
519
$277K 0.02%
13,827
-848
520
$274K 0.02%
+710
521
$272K 0.02%
+3,493
522
$271K 0.02%
+7,469
523
$271K 0.02%
15,816
+1,163
524
$270K 0.02%
+19,210
525
$269K 0.02%
2,520
-340
19 20
21
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