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
451
$1.62M 0.03%
12,122
+179
452
$1.62M 0.03%
16,996
+3,096
453
$1.61M 0.03%
51,517
-186
454
$1.61M 0.03%
2,644
-63
455
$1.61M 0.03%
11,808
+537
456
$1.59M 0.03%
15,806
-17
457
$1.58M 0.03%
23,598
-461
458
$1.57M 0.03%
33,640
-2,693
459
$1.55M 0.03%
45,278
+34,360
460
$1.54M 0.03%
34,388
+2,184
461
$1.53M 0.03%
74,843
+4,833
462
$1.53M 0.03%
11,660
+242
463
$1.5M 0.03%
7,666
-3,107
464
$1.5M 0.03%
29,820
-5,323
465
$1.49M 0.03%
38,548
+8,514
466
$1.49M 0.03%
59,456
+1,213
467
$1.47M 0.03%
17,040
+505
468
$1.47M 0.03%
1,936
+355
469
$1.46M 0.03%
15,517
-270
470
$1.46M 0.03%
10,305
+6,192
471
$1.46M 0.03%
48,220
-3,154
472
$1.45M 0.03%
17,131
+248
473
$1.45M 0.03%
5,347
+17
474
$1.45M 0.03%
8,073
-61
475
$1.44M 0.03%
+92,866
17 18
19
20 21