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
151
$2.26M 0.14%
23,254
+5,993
152
$2.23M 0.14%
73,193
+13,305
153
$2.23M 0.14%
+42,102
154
$2.23M 0.14%
+11,181
155
$2.21M 0.14%
+78,984
156
$2.19M 0.14%
14,994
+6,822
157
$2.18M 0.14%
4,884
+2,816
158
$2.18M 0.14%
+10,137
159
$2.17M 0.13%
30,055
+11,653
160
$2.15M 0.13%
65,031
+26,371
161
$2.11M 0.13%
56,195
+39,356
162
$2.09M 0.13%
+8,122
163
$2.08M 0.13%
+62,286
164
$2.07M 0.13%
71,125
-1,000
165
$2M 0.12%
90,141
-1,443
166
$1.97M 0.12%
49,631
+23,672
167
$1.95M 0.12%
+38,314
168
$1.95M 0.12%
6,718
+150
169
$1.95M 0.12%
+4,171
170
$1.88M 0.12%
11,592
+10,499
171
$1.84M 0.11%
24,051
+74
172
$1.84M 0.11%
31,402
+24,641
173
$1.83M 0.11%
+62,573
174
$1.81M 0.11%
17,242
+587
175
$1.79M 0.11%
176,966
+173,239
5 6
7
8 9