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
526
$1.16M 0.02%
49,276
+6,461
527
$1.16M 0.02%
34,599
-724
528
$1.14M 0.02%
11,194
+2,783
529
$1.14M 0.02%
7,880
+196
530
$1.14M 0.02%
1,054
-44
531
$1.13M 0.02%
30,948
+22
532
$1.13M 0.02%
10,105
+1,102
533
$1.12M 0.02%
+7,478
534
$1.12M 0.02%
1,556
-356
535
$1.11M 0.02%
18,446
-112
536
$1.1M 0.02%
52,685
+19,438
537
$1.1M 0.02%
9,130
-78
538
$1.09M 0.02%
8,655
-188
539
$1.09M 0.02%
47,966
+3,772
540
$1.09M 0.02%
8,144
-195
541
$1.08M 0.02%
22,125
542
$1.08M 0.02%
1,974
-65
543
$1.07M 0.02%
5,685
+152
544
$1.07M 0.02%
3,932
-2,682
545
$1.07M 0.02%
30,411
+3,158
546
$1.06M 0.02%
1,285
-245
547
$1.06M 0.02%
7,427
-204
548
$1.05M 0.02%
27,367
-1,587
549
$1.05M 0.02%
40,615
550
$1.04M 0.02%
61,223
+12,639
20 21
22
23 24