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
151
$915K 0.12%
+15,686
152
$909K 0.12%
5,197
+612
153
$904K 0.12%
17,869
-5,910
154
$899K 0.12%
7,325
-1,028
155
$888K 0.12%
+1,072
156
$885K 0.12%
3,660
-996
157
$872K 0.11%
+12,530
158
$865K 0.11%
18,118
+362
159
$860K 0.11%
+11,417
160
$856K 0.11%
7,733
-1,545
161
$844K 0.11%
61,186
-7,894
162
$838K 0.11%
8,498
+117
163
$829K 0.11%
4,867
+2,718
164
$821K 0.11%
+8,757
165
$800K 0.1%
+26,816
166
$800K 0.1%
4,725
+10
167
$798K 0.1%
23,805
168
$791K 0.1%
15,739
+5,195
169
$781K 0.1%
+22,804
170
$777K 0.1%
30,548
-1,138
171
$764K 0.1%
7,247
+4,551
172
$764K 0.1%
11,977
-308
173
$762K 0.1%
13,145
+3,222
174
$752K 0.1%
18,890
+688
175
$751K 0.1%
14,577
+2,122
5 6
7
8 9