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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
AVUSAmerican Centy Etf Tr
Recent Activity
Decreased -6.73%
0.77%
$24.452M
256,985 shares@ $95.16 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 239.37%
0.77%
$24.308M
41,575 shares@ $584.68 avg price
SUSAIshares Tr
Recent Activity
Increased 9889.32%
0.75%
$23.748M
197,289 shares@ $120.38 avg price
SMMDIshares Tr
Recent Activity
Decreased -1.47%
0.74%
$23.497M
346,924 shares@ $67.73 avg price
AVGOBroadcom Inc
Recent Activity
Increased 5915.56%
0.72%
$22.684M
131,500 shares@ $172.5 avg price
IXUSIshares Tr
Recent Activity
Increased 5.04%
0.71%
$22.354M
306,843 shares@ $72.86 avg price
IVEIshares Tr
Recent Activity
Increased 1511.47%
0.7%
$22.22M
112,303 shares@ $197.86 avg price
IJJIshares Tr
Recent Activity
Increased 0.48%
0.7%
$22.063M
177,809 shares@ $124.09 avg price
IJRIshares Tr
Recent Activity
Increased 23.02%
0.69%
$21.871M
186,994 shares@ $116.97 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 10.94%
0.68%
$21.572M
44,198 shares@ $488.08 avg price