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
901
$377K 0.01%
4,030
+67
902
$374K 0.01%
3,585
+629
903
$372K 0.01%
16,076
-621
904
$371K 0.01%
2,633
-177
905
$370K 0.01%
11,353
+397
906
$369K 0.01%
8,667
+203
907
$368K 0.01%
17,445
-335
908
$366K 0.01%
21,206
-123
909
$366K 0.01%
2,323
+98
910
$365K 0.01%
1,866
+19
911
$363K 0.01%
2,740
+564
912
$362K 0.01%
3,144
-4,117
913
$361K 0.01%
8,627
+3,052
914
$360K 0.01%
3,899
+624
915
$359K 0.01%
13,792
+2,286
916
$359K 0.01%
+16,788
917
$358K 0.01%
4,724
+1,683
918
$357K 0.01%
2,125
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919
$356K 0.01%
4,213
-350
920
$355K 0.01%
+10,832
921
$354K 0.01%
5,584
+70
922
$354K 0.01%
13,702
923
$353K 0.01%
+35,288
924
$353K 0.01%
+14,879
925
$352K 0.01%
+6,769
35 36
37
38 39