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
776
$507K 0.01%
10,087
777
$507K 0.01%
12,093
+528
778
$505K 0.01%
14,623
+875
779
$505K 0.01%
9,654
+1,318
780
$505K 0.01%
11,880
+5,635
781
$504K 0.01%
18,157
-32
782
$502K 0.01%
2,633
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783
$500K 0.01%
639
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784
$500K 0.01%
11,104
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785
$499K 0.01%
2,500
786
$497K 0.01%
10,015
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787
$492K 0.01%
6,552
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788
$492K 0.01%
17,710
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789
$491K 0.01%
6,878
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790
$490K 0.01%
24,419
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795
$480K 0.01%
32,118
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796
$480K 0.01%
4,000
-3
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$478K 0.01%
29,679
-2,510
798
$477K 0.01%
8,832
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799
$476K 0.01%
9,766
+1,168
800
$475K 0.01%
13,777
30 31
32
33 34