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
126
$2.79M 0.17%
29,834
+24,182
127
$2.78M 0.17%
39,806
+28,841
128
$2.75M 0.17%
+11,365
129
$2.65M 0.16%
39,072
+2,022
130
$2.65M 0.16%
25,517
+3,100
131
$2.64M 0.16%
54,926
+406
132
$2.59M 0.16%
135,570
+72,845
133
$2.59M 0.16%
+61,946
134
$2.58M 0.16%
53,144
+5,241
135
$2.56M 0.16%
50,500
136
$2.55M 0.16%
30,443
+11,772
137
$2.55M 0.16%
+8,501
138
$2.54M 0.16%
25,209
+15,643
139
$2.54M 0.16%
61,507
+53,315
140
$2.51M 0.16%
14,818
+13,198
141
$2.5M 0.16%
18,894
+16,996
142
$2.49M 0.16%
62,649
+55,895
143
$2.48M 0.15%
+214,536
144
$2.45M 0.15%
4
145
$2.44M 0.15%
38,317
+34,035
146
$2.42M 0.15%
12,258
+10,038
147
$2.39M 0.15%
10,230
+8,540
148
$2.33M 0.15%
7,467
+5,691
149
$2.33M 0.15%
47,916
+37,266
150
$2.28M 0.14%
+10,173
4 5
6
7 8