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
551
$1.04M 0.02%
35,277
+11,511
552
$1.03M 0.02%
7,017
+192
553
$1.03M 0.02%
5,180
-1,118
554
$1.03M 0.02%
20,067
-16,729
555
$1.02M 0.02%
7,418
+2,007
556
$1.02M 0.02%
3,821
+78
557
$1.02M 0.02%
28,359
-3,497
558
$1.02M 0.02%
22,079
-4,157
559
$1.02M 0.02%
12,697
-440
560
$1.01M 0.02%
+7,362
561
$1M 0.02%
18,109
+635
562
$1M 0.02%
3,405
-845
563
$998K 0.02%
6,850
-4,321
564
$995K 0.02%
12,971
+2,219
565
$995K 0.02%
4,336
+440
566
$993K 0.02%
8,905
-326
567
$988K 0.02%
28,776
+4,476
568
$988K 0.02%
4,915
+957
569
$984K 0.02%
31,131
-4,880
570
$981K 0.02%
23,838
+1,250
571
$976K 0.02%
2,135
+202
572
$975K 0.02%
3,562
-69
573
$972K 0.02%
13,125
-14
574
$970K 0.02%
28,804
+2,220
575
$959K 0.02%
14,548
+171
21 22
23
24 25