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
126
$1.2M 0.16%
+7,980
127
$1.2M 0.16%
63,813
+1,644
128
$1.19M 0.15%
22,690
+5,853
129
$1.17M 0.15%
7,086
+717
130
$1.15M 0.15%
22,711
-11,821
131
$1.15M 0.15%
+38,073
132
$1.13M 0.15%
11,469
-2,574
133
$1.13M 0.15%
+24,450
134
$1.12M 0.15%
5,854
+769
135
$1.11M 0.14%
3,647
+708
136
$1.08M 0.14%
+6,877
137
$1.08M 0.14%
+3,955
138
$1.08M 0.14%
9,186
+6,212
139
$1.07M 0.14%
21,550
+9,720
140
$1.06M 0.14%
10,109
+1,217
141
$1.03M 0.13%
+25,693
142
$1.01M 0.13%
5,994
+810
143
$1M 0.13%
42,858
-530,118
144
$997K 0.13%
+34,228
145
$994K 0.13%
13,783
+553
146
$976K 0.13%
19,124
-9,204
147
$969K 0.13%
+56,181
148
$967K 0.13%
+34,272
149
$954K 0.12%
3,312
+1,444
150
$927K 0.12%
10,183
+1,592
4 5
6
7 8