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
176
$745K 0.1%
2,123
-95
177
$719K 0.09%
28,400
-1,804
178
$713K 0.09%
+8,471
179
$709K 0.09%
11,668
+7,614
180
$708K 0.09%
+26,803
181
$707K 0.09%
21,634
182
$703K 0.09%
7,688
+1,804
183
$702K 0.09%
6,527
-1,806
184
$700K 0.09%
30,071
+5,108
185
$691K 0.09%
2,215
+141
186
$675K 0.09%
+2,253
187
$667K 0.09%
4,773
+2,451
188
$665K 0.09%
8,703
-4,985
189
$663K 0.09%
+17,622
190
$662K 0.09%
+15,700
191
$645K 0.08%
12,571
-15,151
192
$644K 0.08%
8,290
+2,250
193
$642K 0.08%
6,110
+4,016
194
$637K 0.08%
+5,539
195
$637K 0.08%
4,059
-101
196
$633K 0.08%
10,748
+3,269
197
$627K 0.08%
11,667
+394
198
$627K 0.08%
28,790
-2,324
199
$624K 0.08%
22,700
+350
200
$613K 0.08%
21,101
-408
6 7
8
9 10