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
$421M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.09M
3
+$1.09M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.03M
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$991K

Top Sells

1
+$6.98M
2
+$2.75M
3
+$1.71M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$882K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$714K

Sector Composition

1 Technology 1.78%
2 Consumer Discretionary 1.57%
3 Energy 1.12%
4 Healthcare 0.92%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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