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
576
$214K 0.01%
+4,002
577
$214K 0.01%
+1,627
578
$213K 0.01%
+2,431
579
$213K 0.01%
8,369
-12,158
580
$212K 0.01%
+646
581
$211K 0.01%
+9,507
582
$211K 0.01%
+2,749
583
$210K 0.01%
4,322
-548
584
$210K 0.01%
3,717
+4
585
$209K 0.01%
2,123
586
$209K 0.01%
10,475
-267
587
$208K 0.01%
+5,798
588
$208K 0.01%
+898
589
$208K 0.01%
4,642
-75
590
$207K 0.01%
+6,129
591
$207K 0.01%
+1,190
592
$207K 0.01%
+6,779
593
$206K 0.01%
1,822
-2,694
594
$206K 0.01%
901
-188
595
$205K 0.01%
+8,404
596
$204K 0.01%
4,945
597
$204K 0.01%
+2,162
598
$204K 0.01%
+3,600
599
$203K 0.01%
+4,434
600
$201K 0.01%
+7,961
22 23
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