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
876
$402K 0.01%
709
-17
877
$402K 0.01%
1,399
+198
878
$402K 0.01%
5,282
-888
879
$400K 0.01%
10,200
-432
880
$398K 0.01%
+36,054
881
$395K 0.01%
3,708
-104
882
$395K 0.01%
+10,933
883
$394K 0.01%
+8,214
884
$393K 0.01%
2,975
-3,339
885
$393K 0.01%
7,000
886
$392K 0.01%
9,231
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887
$392K 0.01%
3,343
+1,034
888
$391K 0.01%
+5,105
889
$391K 0.01%
5,802
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890
$390K 0.01%
1,300
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891
$388K 0.01%
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892
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894
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895
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3,784
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$384K 0.01%
23,176
-7,100
897
$381K 0.01%
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898
$381K 0.01%
+34,383
899
$381K 0.01%
6,482
+2,292
900
$379K 0.01%
15,279
+262
34 35
36
37 38