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
726
$579K 0.01%
11,251
+3
727
$566K 0.01%
4,280
+295
728
$565K 0.01%
+55,834
729
$564K 0.01%
2,369
-212
730
$562K 0.01%
49,384
-6
731
$561K 0.01%
+10,778
732
$560K 0.01%
12,079
+86
733
$560K 0.01%
1,431
+178
734
$558K 0.01%
11,097
-1,536
735
$558K 0.01%
22,442
+6,667
736
$556K 0.01%
3,655
+124
737
$554K 0.01%
12,756
+648
738
$553K 0.01%
+24,041
739
$552K 0.01%
13,135
740
$551K 0.01%
8,155
+1,252
741
$551K 0.01%
12,580
-20,535
742
$550K 0.01%
3,439
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743
$546K 0.01%
+4,088
744
$543K 0.01%
11,804
+1,329
745
$542K 0.01%
14,575
+1,350
746
$541K 0.01%
755
+65
747
$539K 0.01%
5,797
+1,127
748
$537K 0.01%
841
-10
749
$535K 0.01%
12,404
-3,768
750
$533K 0.01%
+9,834
28 29
30
31 32