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
701
$639K 0.01%
7,630
-2,512
702
$636K 0.01%
2,145
-28
703
$633K 0.01%
7,061
-526
704
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20,308
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705
$632K 0.01%
8,299
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12,453
+5,432
707
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3,772
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708
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5,544
-297
709
$618K 0.01%
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710
$617K 0.01%
5,944
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711
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3,791
-1,220
712
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12,448
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713
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4,053
-166
714
$603K 0.01%
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715
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9,240
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718
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43,297
719
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6,055
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720
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8,105
-2,046
721
$591K 0.01%
7,386
+471
722
$589K 0.01%
4,277
+145
723
$587K 0.01%
17,044
+704
724
$583K 0.01%
30,849
+263
725
$582K 0.01%
3,491
-23
27 28
29
30 31