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
51
$963K 0.34%
8,228
+2,163
52
$953K 0.33%
19,038
+10,348
53
$926K 0.32%
6,939
-11,017
54
$850K 0.3%
7,881
+1,315
55
$839K 0.29%
+6,116
56
$806K 0.28%
7,246
-234
57
$803K 0.28%
4,689
+391
58
$797K 0.28%
+41,496
59
$794K 0.28%
7,040
+221
60
$765K 0.27%
27,320
+8,745
61
$760K 0.27%
8,376
+95
62
$756K 0.26%
2,686
-99
63
$750K 0.26%
17,818
+209
64
$716K 0.25%
5,887
-8,565
65
$701K 0.25%
9,216
+227
66
$669K 0.23%
33,476
+7,176
67
$652K 0.23%
3,119
-718
68
$633K 0.22%
13,166
+5,127
69
$632K 0.22%
+11,506
70
$630K 0.22%
16,900
+2,900
71
$620K 0.22%
15,180
+6
72
$603K 0.21%
4,126
73
$590K 0.21%
4,970
+596
74
$584K 0.2%
4,784
+43
75
$574K 0.2%
+5,039
1 2
3
4 5