WIA
World Investment Advisors Portfolio holdings
AUM
$4.4B
This Quarter Return
+5.07%
1 Year Return
+15.92%
3 Year Return
+54.85%
5 Year Return
+82.2%
10 Year Return
–
AUM
$517M
AUM Growth
+$517M
(+7.7%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
41.7%
Holding
273
New
33
Increased
98
Reduced
95
Closed
11
Top Buys
| 1 |
Innovator Laddered Allocation Buffer ETF
BUFB
|
$2.81M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.26M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$2.13M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$2.07M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$2M |
Top Sells
Sector Composition
| 1 | Technology | 1.7% |
| 2 | Consumer Discretionary | 1.39% |
| 3 | Energy | 0.9% |
| 4 | Consumer Staples | 0.88% |
| 5 | Healthcare | 0.64% |
