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
201
$1.47M 0.09%
64,588
+9,336
202
$1.47M 0.09%
66,334
+40,260
203
$1.46M 0.09%
+25,424
204
$1.46M 0.09%
+4,651
205
$1.45M 0.09%
3,988
+1,094
206
$1.45M 0.09%
+6,088
207
$1.45M 0.09%
10,175
+8,579
208
$1.44M 0.09%
+33,014
209
$1.44M 0.09%
+9,452
210
$1.43M 0.09%
18,230
+10,314
211
$1.43M 0.09%
29,103
+14,184
212
$1.4M 0.09%
7,984
+4,684
213
$1.38M 0.09%
61,429
-3,962
214
$1.36M 0.08%
+5,772
215
$1.35M 0.08%
8,500
+6,143
216
$1.35M 0.08%
+8,972
217
$1.35M 0.08%
9,839
+3,177
218
$1.35M 0.08%
+12,212
219
$1.34M 0.08%
7,780
-1,516
220
$1.34M 0.08%
+19,464
221
$1.33M 0.08%
+3,025
222
$1.33M 0.08%
+7,709
223
$1.32M 0.08%
9,436
+6,652
224
$1.31M 0.08%
22,044
-123
225
$1.31M 0.08%
14,651
+7,472
7 8
9
10 11