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
$770M
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$27.3M
3
+$25.1M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$20.3M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$16.9M

Top Sells

1
+$20.9M
2
+$20.3M
3
+$17.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$12.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$12.8M

Sector Composition

1 Technology 6.32%
2 Healthcare 3.61%
3 Financials 2.87%
4 Consumer Staples 2.38%
5 Consumer Discretionary 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.43%
+59,955
52
$3.28M 0.43%
19,282
+14,957
53
$3.22M 0.42%
+43,732
54
$3.18M 0.41%
8,917
+6,343
55
$3.17M 0.41%
109,650
+18,400
56
$3.1M 0.4%
32,145
+8,287
57
$3.1M 0.4%
+94,424
58
$3.06M 0.4%
30,798
+17,185
59
$3.03M 0.39%
83,678
-1,303
60
$2.94M 0.38%
37,978
+3,404
61
$2.82M 0.37%
7,477
+4,813
62
$2.79M 0.36%
+103,024
63
$2.76M 0.36%
+5,191
64
$2.73M 0.36%
23,980
-156,484
65
$2.68M 0.35%
15,311
-435
66
$2.64M 0.34%
11,421
+8,842
67
$2.63M 0.34%
29,763
+116
68
$2.57M 0.33%
20,524
-400
69
$2.5M 0.32%
15,849
+7,458
70
$2.43M 0.32%
+12,821
71
$2.41M 0.31%
+12,215
72
$2.38M 0.31%
+39,441
73
$2.33M 0.3%
44,795
-14,209
74
$2.27M 0.29%
6,541
+3,665
75
$2.25M 0.29%
47,050
+23,766
1 2
3
4 5