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
201
$595K 0.08%
+2,664
202
$576K 0.07%
17,252
-400
203
$575K 0.07%
7,467
+2,481
204
$567K 0.07%
+802
205
$564K 0.07%
22,297
-18,700
206
$547K 0.07%
+9,783
207
$544K 0.07%
9,820
-780
208
$543K 0.07%
1,534
+275
209
$543K 0.07%
+3,412
210
$541K 0.07%
9,880
-135
211
$534K 0.07%
14,150
-700
212
$530K 0.07%
10,975
+17
213
$525K 0.07%
20,800
214
$518K 0.07%
2,387
-302
215
$517K 0.07%
+2,555
216
$516K 0.07%
+15,525
217
$513K 0.07%
13,145
+145
218
$511K 0.07%
16,707
+1,950
219
$510K 0.07%
+3,664
220
$507K 0.07%
12,220
+2
221
$500K 0.06%
4,480
-460
222
$490K 0.06%
+19,102
223
$489K 0.06%
+3,155
224
$486K 0.06%
24,500
225
$485K 0.06%
+24,010
7 8
9
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