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
101
$3.27M 0.2%
84,112
+12,775
102
$3.26M 0.2%
26,366
+7
103
$3.24M 0.2%
12,109
+8,953
104
$3.24M 0.2%
19,628
+12,462
105
$3.2M 0.2%
73,478
+69,553
106
$3.18M 0.2%
+40,367
107
$3.14M 0.2%
42,638
+8,242
108
$3.1M 0.19%
18,843
+11,631
109
$3.07M 0.19%
12,300
+8,292
110
$3.05M 0.19%
124,498
+106,453
111
$3.03M 0.19%
86,247
+9,622
112
$3.03M 0.19%
39,178
+6,426
113
$2.99M 0.19%
29,776
+24,232
114
$2.98M 0.19%
+39,562
115
$2.92M 0.18%
14,770
+9,379
116
$2.91M 0.18%
7,794
+6,543
117
$2.91M 0.18%
7,439
+3,619
118
$2.9M 0.18%
26,798
+5,292
119
$2.88M 0.18%
95,885
+6,215
120
$2.87M 0.18%
12,682
+9,221
121
$2.87M 0.18%
133,863
+246
122
$2.84M 0.18%
13,191
+11,658
123
$2.83M 0.18%
+33,933
124
$2.82M 0.18%
22,808
+20,756
125
$2.79M 0.17%
13,261
+7,935
3 4
5
6 7