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
551
$236K 0.01%
1,961
-611
552
$235K 0.01%
+5,750
553
$234K 0.01%
+9,187
554
$233K 0.01%
+7,558
555
$233K 0.01%
+2,719
556
$232K 0.01%
9,346
557
$229K 0.01%
3,501
+1
558
$228K 0.01%
6,801
+381
559
$227K 0.01%
+7,865
560
$225K 0.01%
+5,529
561
$225K 0.01%
+3,861
562
$225K 0.01%
4,950
-150
563
$224K 0.01%
16,719
+1,128
564
$223K 0.01%
+2,309
565
$222K 0.01%
+1,975
566
$222K 0.01%
5,946
+442
567
$221K 0.01%
17,303
+1,253
568
$220K 0.01%
+590
569
$219K 0.01%
5,720
570
$219K 0.01%
+5,637
571
$218K 0.01%
1,916
+116
572
$218K 0.01%
+6,767
573
$217K 0.01%
1,771
+55
574
$217K 0.01%
+728
575
$214K 0.01%
+4,995
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