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
376
$2.24M 0.05%
10,704
+3,069
377
$2.24M 0.05%
+140,794
378
$2.23M 0.05%
192,127
-4,946
379
$2.21M 0.05%
52,710
380
$2.19M 0.04%
12,296
+10,101
381
$2.16M 0.04%
14,816
-1,037
382
$2.14M 0.04%
29,094
+4,556
383
$2.13M 0.04%
7,682
+165
384
$2.12M 0.04%
48,873
+4,026
385
$2.11M 0.04%
84,479
-4,180
386
$2.11M 0.04%
19,612
+2,226
387
$2.1M 0.04%
18,370
+1,617
388
$2.09M 0.04%
22,384
+16,332
389
$2.08M 0.04%
24,697
+1,185
390
$2.04M 0.04%
12,092
-1,357
391
$2.04M 0.04%
38,393
+589
392
$2.03M 0.04%
6,773
+42
393
$2M 0.04%
19,030
+469
394
$1.97M 0.04%
42,033
+103
395
$1.96M 0.04%
14,483
+83
396
$1.96M 0.04%
5,893
+2,225
397
$1.96M 0.04%
26,042
+1,871
398
$1.95M 0.04%
26,897
+359
399
$1.95M 0.04%
17,308
+2,713
400
$1.95M 0.04%
14,081
-714
14 15
16
17 18