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
951
$325K 0.01%
7,481
+112
952
$324K 0.01%
16,125
+1,750
953
$324K 0.01%
11,177
+1,512
954
$324K 0.01%
4,558
+422
955
$323K 0.01%
3,821
-115
956
$322K 0.01%
+6,695
957
$322K 0.01%
14,028
-1,578
958
$321K 0.01%
2,017
-8
959
$319K 0.01%
3,992
-500
960
$319K 0.01%
60,933
+15,823
961
$319K 0.01%
7,170
+1,614
962
$318K 0.01%
+12,298
963
$317K 0.01%
3,872
+60
964
$313K 0.01%
4,792
-37
965
$311K 0.01%
6,630
-71
966
$308K 0.01%
+2,756
967
$307K 0.01%
7,308
-6,073
968
$306K 0.01%
6,996
969
$306K 0.01%
7,432
970
$306K 0.01%
2,050
971
$305K 0.01%
4,526
-33
972
$304K 0.01%
10,000
973
$304K 0.01%
3,334
+1,000
974
$301K 0.01%
+3,430
975
$301K 0.01%
1,165
+238
37 38
39
40 41