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
76
$2.24M 0.29%
44,249
-20,320
77
$2.24M 0.29%
9,011
+2,121
78
$2.23M 0.29%
+10,623
79
$2.22M 0.29%
77,725
+75
80
$2.21M 0.29%
20,403
-7,058
81
$2.17M 0.28%
+4
82
$2.09M 0.27%
124,635
+4,584
83
$2.05M 0.27%
8,824
+504
84
$2.05M 0.27%
27,899
+1,387
85
$2.03M 0.26%
10,549
+3,018
86
$2.02M 0.26%
6,492
+432
87
$1.91M 0.25%
18,225
+12,638
88
$1.88M 0.24%
17,038
+14,601
89
$1.87M 0.24%
7,881
+1,014
90
$1.84M 0.24%
43,340
+653
91
$1.83M 0.24%
12,406
-6,225
92
$1.82M 0.24%
11,586
+9,554
93
$1.81M 0.24%
91,875
+3,871
94
$1.81M 0.24%
66,025
+500
95
$1.78M 0.23%
8,358
+1,234
96
$1.78M 0.23%
21,274
+219
97
$1.77M 0.23%
+12,958
98
$1.68M 0.22%
15,941
-14,845
99
$1.61M 0.21%
16,093
+5,931
100
$1.6M 0.21%
+20,759
2 3
4
5 6