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
76
$4.33M 0.27%
59,656
+7,868
77
$4.33M 0.27%
+41,409
78
$4.27M 0.27%
136,024
+49,335
79
$4.27M 0.27%
81,355
-7,152
80
$4.26M 0.27%
+50,748
81
$4.26M 0.27%
12,376
+7,288
82
$4.25M 0.26%
135,266
-555
83
$4.18M 0.26%
83,065
+48
84
$4.18M 0.26%
28,574
+23,186
85
$4.01M 0.25%
43,327
+150
86
$3.99M 0.25%
2,853
+1,411
87
$3.97M 0.25%
216,693
+164,649
88
$3.96M 0.25%
17,521
+16,146
89
$3.95M 0.25%
7,011
+4,592
90
$3.78M 0.24%
66,095
+5,118
91
$3.67M 0.23%
67,106
+23,474
92
$3.63M 0.23%
11,972
+10,701
93
$3.55M 0.22%
14,972
+7,050
94
$3.52M 0.22%
13,529
+12,475
95
$3.51M 0.22%
38,405
+19,680
96
$3.51M 0.22%
21,860
+19,520
97
$3.44M 0.21%
24,369
+18,707
98
$3.36M 0.21%
54,475
+10,313
99
$3.34M 0.21%
124,303
+19,275
100
$3.29M 0.2%
+20,490
2 3
4
5 6