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
851
$424K 0.01%
16,065
+39
852
$422K 0.01%
+47,026
853
$422K 0.01%
8,539
+1,378
854
$421K 0.01%
20,497
+2,413
855
$419K 0.01%
6,245
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856
$418K 0.01%
4,659
+100
857
$417K 0.01%
1,455
-72
858
$416K 0.01%
5,472
+1,220
859
$414K 0.01%
2,370
+361
860
$413K 0.01%
+1,675
861
$412K 0.01%
3,439
+421
862
$412K 0.01%
12,259
-430
863
$411K 0.01%
21,062
+7,406
864
$410K 0.01%
+1,055
865
$408K 0.01%
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866
$408K 0.01%
4,085
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$408K 0.01%
6,691
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869
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870
$407K 0.01%
1,166
-158
871
$407K 0.01%
1,161
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872
$406K 0.01%
9,108
-1,758
873
$405K 0.01%
12,200
874
$405K 0.01%
4,597
-1,777
875
$403K 0.01%
1,210
-190
33 34
35
36 37