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
601
$201K 0.01%
4,526
-1,794
602
$201K 0.01%
+6,356
603
$200K 0.01%
+3,006
604
$200K 0.01%
+4,221
605
$165K 0.01%
+13,325
606
$157K 0.01%
16,233
+10,666
607
$153K 0.01%
741
+341
608
$153K 0.01%
+12,622
609
$139K 0.01%
11,539
+488
610
$135K 0.01%
20,409
611
$114K 0.01%
+10,215
612
$92.1K 0.01%
30,684
613
$65.2K ﹤0.01%
14,650
614
$58.2K ﹤0.01%
+13,509
615
$42.6K ﹤0.01%
10,043
616
$40.8K ﹤0.01%
6,853
+9
617
$30.5K ﹤0.01%
+1,077
618
$24.6K ﹤0.01%
+14,831
619
$10.4K ﹤0.01%
15,000
620
$8.1K ﹤0.01%
+22,611
621
– –
-6,654
622
– –
-6,975
623
– –
-4,394
624
– –
-9,434
625
– –
-8,150
22 23 24
25
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