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
51
$6.73M 0.42%
+264,225
52
$6.67M 0.42%
143,942
+8,234
53
$6.55M 0.41%
241,100
+45,496
54
$6.54M 0.41%
234,928
-3,141
55
$6.49M 0.4%
138,642
+69,178
56
$6.27M 0.39%
25,128
+23,066
57
$6.24M 0.39%
12,251
+9,739
58
$6.04M 0.38%
145,671
+11,079
59
$5.74M 0.36%
+120,754
60
$5.71M 0.36%
36,489
+31,334
61
$5.38M 0.34%
95,005
+72,395
62
$5.38M 0.33%
82,180
+73,221
63
$5.26M 0.33%
+202,821
64
$5.24M 0.33%
54,511
+13,883
65
$5.21M 0.32%
9,381
+7,328
66
$5.21M 0.32%
+90,251
67
$5.19M 0.32%
23,786
+21,989
68
$5.08M 0.32%
48,920
+40,647
69
$4.99M 0.31%
110,392
+97,326
70
$4.9M 0.31%
107,184
+10,329
71
$4.86M 0.3%
+22,044
72
$4.81M 0.3%
11,814
+2,930
73
$4.6M 0.29%
26,527
+20,441
74
$4.43M 0.28%
43,118
-7,527
75
$4.39M 0.27%
+25,693
1 2
3
4 5