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
826
$442K 0.01%
1,055
-338
827
$441K 0.01%
2,716
-36
828
$441K 0.01%
3,029
-87
829
$441K 0.01%
2,173
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830
$441K 0.01%
3,272
+518
831
$440K 0.01%
5,117
832
$440K 0.01%
12,340
+5,245
833
$440K 0.01%
3,941
-1,688
834
$440K 0.01%
13,496
+1,799
835
$436K 0.01%
8,195
+1,746
836
$434K 0.01%
1,693
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837
$434K 0.01%
8,718
+2,707
838
$433K 0.01%
3,428
+820
839
$433K 0.01%
1,798
-1,160
840
$433K 0.01%
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841
$429K 0.01%
1,344
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842
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14,807
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843
$427K 0.01%
3,484
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844
$427K 0.01%
8,163
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845
$426K 0.01%
5,719
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846
$426K 0.01%
4,316
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847
$426K 0.01%
8,395
-516
848
$426K 0.01%
8,812
+22
849
$426K 0.01%
+7,590
850
$424K 0.01%
+1,844
32 33
34
35 36