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
426
$1.79M 0.04%
25,198
-6,864
427
$1.79M 0.04%
14,214
-1,605
428
$1.79M 0.04%
19,535
+65
429
$1.77M 0.04%
8,506
430
$1.77M 0.04%
24,138
+12,238
431
$1.76M 0.04%
35,262
+13,121
432
$1.75M 0.04%
3,563
+109
433
$1.75M 0.04%
36,747
-766
434
$1.75M 0.04%
13,787
+26
435
$1.74M 0.04%
58,206
+2,619
436
$1.73M 0.04%
11,867
+1,446
437
$1.72M 0.04%
10,268
+358
438
$1.71M 0.04%
68,406
+43,723
439
$1.71M 0.04%
1,790
+42
440
$1.7M 0.03%
+48,256
441
$1.7M 0.03%
8,329
-6
442
$1.69M 0.03%
34,762
-160
443
$1.69M 0.03%
40,699
+4,109
444
$1.68M 0.03%
+25,908
445
$1.68M 0.03%
64,551
+43,360
446
$1.68M 0.03%
97,718
+731
447
$1.67M 0.03%
59,959
-7,659
448
$1.65M 0.03%
16,657
-263
449
$1.63M 0.03%
5,484
-52,519
450
$1.63M 0.03%
47,093
+9,325
16 17
18
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