WIA

World Investment Advisors Portfolio holdings

AUM $4.88B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.14M
3
+$2.04M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$2M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.96M

Top Sells

1
+$2.71M
2
+$2.16M
3
+$2.09M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.97M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.83M

Sector Composition

1 Technology 1.93%
2 Consumer Discretionary 1.14%
3 Consumer Staples 1.1%
4 Energy 0.92%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.72%
24,713
+668
27
$2.05M 0.72%
30,069
-28,872
28
$2.05M 0.72%
29,061
+5,310
29
$2.04M 0.72%
+72,438
30
$2M 0.7%
+79,336
31
$1.96M 0.69%
+70,640
32
$1.81M 0.63%
79,586
+11,591
33
$1.71M 0.6%
12,060
+1,828
34
$1.58M 0.55%
7,486
+1,521
35
$1.48M 0.52%
17,963
+3,082
36
$1.4M 0.49%
+23,952
37
$1.38M 0.48%
8,340
-13,045
38
$1.3M 0.46%
4,210
+1,514
39
$1.26M 0.44%
5,919
+1,619
40
$1.25M 0.44%
28,557
+3,057
41
$1.2M 0.42%
14,449
+3,168
42
$1.2M 0.42%
5,382
+895
43
$1.19M 0.42%
13,423
+2,993
44
$1.18M 0.41%
17,949
-200
45
$1.17M 0.41%
6,563
-699
46
$1.07M 0.38%
24,780
47
$1.05M 0.37%
12,923
+1,173
48
$1.03M 0.36%
17,730
+869
49
$1.02M 0.36%
+9,868
50
$1.01M 0.35%
5,638
+2,632
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