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Adam Enter

@World Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$3.189BTotal holdings898
Assets growth rate98.54%Assets growth rate (2-Q avg)114.19%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in World Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 898 positions.

Assets under management

The assets under management (AUM) of World Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.189B in assets, with a quarterly growth rate of 98.54% and a 2-quarter average growth rate of 114.19%. The portfolio is managed by Adam Enter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGRWWisdomtree Tr
Recent Activity
New Position
1.9%
$60.42M
726,113 shares@ $83.21 avg price
CHDChurch & Dwight Co Inc
Recent Activity
New Position
1.83%
$58.338M
557,085 shares@ $104.73 avg price
FLQLFranklin Templeton Etf Tr
Recent Activity
New Position
1.43%
$45.415M
781,002 shares@ $58.15 avg price
IQVIqvia Hldgs Inc
Recent Activity
New Position
0.46%
$14.633M
61,749 shares@ $236.98 avg price
HMOPHartford Fds Exchange Traded
Recent Activity
New Position
0.42%
$13.262M
336,596 shares@ $39.41 avg price
DDWMWisdomtree Tr
Recent Activity
New Position
0.38%
$11.948M
333,173 shares@ $35.86 avg price
RODMLattice Strategies Tr
Recent Activity
New Position
0.36%
$11.172M
366,287 shares@ $30.51 avg price
DIVBIshares Tr
Recent Activity
New Position
0.33%
$10.29M
212,387 shares@ $48.46 avg price
SCHWSchwab Charles Corp
Recent Activity
New Position
0.29%
$9.211M
142,124 shares@ $64.82 avg price
ELVElevance Health Inc
Recent Activity
New Position
0.28%
$8.855M
17,028 shares@ $520.01 avg price