WIA

World Investment Advisors Portfolio holdings

AUM $6.2B
1-Year Est. Return 19.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
+$483M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,273
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$26.9M
3
+$25.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$19.4M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$16M

Top Sells

1
+$40M
2
+$28.8M
3
+$22.4M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$15.2M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$8.32M

Sector Composition

1 Technology 14.68%
2 Financials 7.84%
3 Healthcare 5.09%
4 Consumer Discretionary 4.6%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.7M 0.08%
7,426
+168
277
$3.67M 0.08%
3,795
-299
278
$3.67M 0.08%
29,616
+1,982
279
$3.66M 0.07%
79,417
+8,001
280
$3.64M 0.07%
12,114
+351
281
$3.64M 0.07%
53,646
-54,790
282
$3.62M 0.07%
52,317
+593
283
$3.61M 0.07%
3,924
-132
284
$3.55M 0.07%
89,904
+1,300
285
$3.54M 0.07%
151,473
+13,063
286
$3.52M 0.07%
61,262
+46,223
287
$3.46M 0.07%
62,587
-5,332
288
$3.44M 0.07%
74,405
+459
289
$3.42M 0.07%
24,553
-1,564
290
$3.38M 0.07%
2,752
-51
291
$3.38M 0.07%
16,355
+1,157
292
$3.37M 0.07%
11,471
-99,734
293
$3.35M 0.07%
75,505
+1,548
294
$3.35M 0.07%
33,638
+3,113
295
$3.33M 0.07%
12,149
-6,901
296
$3.32M 0.07%
20,866
-210
297
$3.28M 0.07%
63,273
-449
298
$3.25M 0.07%
48,340
+7,137
299
$3.25M 0.07%
64,839
-4,490
300
$3.25M 0.07%
26,230
+2,777
10 11
12
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