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
101
$1.57M 0.2%
+6,837
102
$1.57M 0.2%
20,741
+775
103
$1.57M 0.2%
+21,654
104
$1.56M 0.2%
+7,762
105
$1.55M 0.2%
+18,456
106
$1.55M 0.2%
60,894
-251,991
107
$1.49M 0.19%
15,865
-8,958
108
$1.47M 0.19%
23,268
+17,510
109
$1.43M 0.19%
+51,934
110
$1.4M 0.18%
14,454
-6,487
111
$1.34M 0.17%
6,313
-48,554
112
$1.34M 0.17%
+9,166
113
$1.33M 0.17%
24,660
-8,001
114
$1.3M 0.17%
25,746
-13,018
115
$1.3M 0.17%
19,331
-60
116
$1.29M 0.17%
8,813
+5,751
117
$1.29M 0.17%
+24,561
118
$1.27M 0.17%
50,489
+330
119
$1.27M 0.17%
+16,290
120
$1.27M 0.16%
37,500
121
$1.27M 0.16%
25,653
+1,789
122
$1.27M 0.16%
+29,259
123
$1.24M 0.16%
30,078
+4,043
124
$1.22M 0.16%
+2,771
125
$1.21M 0.16%
8,360
-88,343
3 4
5
6 7