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
401
$1.94M 0.04%
+3,893
402
$1.93M 0.04%
16,288
+1,619
403
$1.92M 0.04%
16,874
-11,077
404
$1.9M 0.04%
36,394
+35
405
$1.9M 0.04%
11,003
+8,857
406
$1.9M 0.04%
19,032
+14,995
407
$1.9M 0.04%
23,761
+705
408
$1.9M 0.04%
9,313
+1,065
409
$1.89M 0.04%
13,192
-18,328
410
$1.87M 0.04%
28,233
411
$1.87M 0.04%
66,014
+13,044
412
$1.87M 0.04%
15,616
+1,605
413
$1.86M 0.04%
19,581
+1,845
414
$1.85M 0.04%
18,954
+2,084
415
$1.84M 0.04%
19,079
+9,714
416
$1.84M 0.04%
11,862
+61
417
$1.84M 0.04%
30,613
-1,074
418
$1.84M 0.04%
786
-29
419
$1.82M 0.04%
10,193
-367
420
$1.82M 0.04%
39,138
+20,652
421
$1.81M 0.04%
5,665
-75
422
$1.81M 0.04%
50,959
-16,500
423
$1.81M 0.04%
6,939
+213
424
$1.8M 0.04%
45,490
+5,269
425
$1.8M 0.04%
12,637
+15
15 16
17
18 19