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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
AAPLApple Inc
Recent Activity
Increased 42.12%
3.76%
$119.709M
513,775 shares@ $233.0 avg price
VOOVanguard Index Fds
Recent Activity
Increased 30.89%
3.65%
$116.099M
220,021 shares@ $527.68 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 180.13%
2.08%
$66.13M
153,683 shares@ $430.31 avg price
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
SLQDIshares Tr
Recent Activity
Increased 2.01%
1.28%
$40.569M
804,475 shares@ $50.43 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 176.73%
1.27%
$40.222M
190,752 shares@ $210.86 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 118.72%
1.26%
$39.931M
214,305 shares@ $186.34 avg price
IJSIshares Tr
Recent Activity
Increased 6991.37%
1.24%
$39.228M
363,078 shares@ $108.05 avg price