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
176
$1.79M 0.11%
54,404
+4,982
177
$1.78M 0.11%
46,114
+16,405
178
$1.78M 0.11%
+14,947
179
$1.75M 0.11%
+29,505
180
$1.74M 0.11%
70,804
+12,992
181
$1.74M 0.11%
8,145
+4,995
182
$1.73M 0.11%
19,837
+5,670
183
$1.73M 0.11%
+36,760
184
$1.72M 0.11%
+25,175
185
$1.7M 0.11%
27,833
+1,400
186
$1.64M 0.1%
+3,633
187
$1.6M 0.1%
16,498
-6,174
188
$1.54M 0.1%
37,152
+33,794
189
$1.54M 0.1%
58,689
-50,099
190
$1.54M 0.1%
21,600
+18,950
191
$1.53M 0.1%
18,251
+1,220
192
$1.53M 0.1%
17,813
+381
193
$1.52M 0.09%
+14,868
194
$1.51M 0.09%
+5,923
195
$1.5M 0.09%
20,957
+11,998
196
$1.49M 0.09%
+22,150
197
$1.48M 0.09%
21,163
-13
198
$1.48M 0.09%
51,602
+24,432
199
$1.48M 0.09%
41,000
200
$1.47M 0.09%
10,786
+8,511
6 7
8
9 10