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
926
$351K 0.01%
2,462
-1,148
927
$349K 0.01%
1,654
-4
928
$349K 0.01%
4,811
-42
929
$348K 0.01%
14,099
+1,105
930
$347K 0.01%
13,100
+1,720
931
$345K 0.01%
12,679
-262
932
$343K 0.01%
7,156
+1,257
933
$343K 0.01%
6,726
-3,650
934
$343K 0.01%
20,100
-1,000
935
$342K 0.01%
13,514
+2,624
936
$341K 0.01%
3,957
+555
937
$341K 0.01%
+1,392
938
$341K 0.01%
14,220
939
$340K 0.01%
10,250
-392
940
$337K 0.01%
7,665
-1,255
941
$335K 0.01%
3,718
+75
942
$334K 0.01%
14,400
943
$334K 0.01%
1,272
-315
944
$333K 0.01%
1,353
+34
945
$333K 0.01%
8,717
946
$332K 0.01%
+32,115
947
$331K 0.01%
3,552
+223
948
$330K 0.01%
7,624
-1,060
949
$326K 0.01%
37,212
950
$325K 0.01%
2,374
+268
36 37
38
39 40