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
751
$531K 0.01%
4,805
+46
752
$530K 0.01%
+1,453
753
$528K 0.01%
2,978
+509
754
$528K 0.01%
2,405
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755
$528K 0.01%
35,005
-143,405
756
$527K 0.01%
3,955
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757
$526K 0.01%
5,350
+963
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$525K 0.01%
5,785
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759
$525K 0.01%
8,338
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760
$524K 0.01%
10,570
-4,796
761
$524K 0.01%
1,956
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762
$523K 0.01%
3,699
-130
763
$523K 0.01%
7,329
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764
$521K 0.01%
1,336
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765
$521K 0.01%
14,761
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$520K 0.01%
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769
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8,044
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$516K 0.01%
1,597
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11,217
-185,342
772
$511K 0.01%
2,136
+497
773
$511K 0.01%
11,147
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774
$508K 0.01%
8,517
+199
775
$508K 0.01%
12,595
-1,150
29 30
31
32 33