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
676
$683K 0.01%
7,137
-72
677
$676K 0.01%
2,349
-206
678
$673K 0.01%
6,767
-782
679
$672K 0.01%
9,377
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680
$668K 0.01%
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681
$668K 0.01%
3,780
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682
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683
$668K 0.01%
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684
$667K 0.01%
15,620
-1,208
685
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1,811
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686
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13,223
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687
$660K 0.01%
8,411
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688
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689
$659K 0.01%
4,668
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693
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694
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695
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$647K 0.01%
1,632
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$645K 0.01%
12,127
-3,943
698
$644K 0.01%
18,310
699
$643K 0.01%
22,329
+2,461
700
$643K 0.01%
9,503
+509
26 27
28
29 30