WIA

World Investment Advisors Portfolio holdings

AUM $4.88B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.14M
3
+$2.04M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$2M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.96M

Top Sells

1
+$2.71M
2
+$2.16M
3
+$2.09M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.97M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.83M

Sector Composition

1 Technology 1.93%
2 Consumer Discretionary 1.14%
3 Consumer Staples 1.1%
4 Energy 0.92%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$570K 0.2%
6,751
+2,919
77
$558K 0.2%
+5,204
78
$553K 0.19%
+30,534
79
$542K 0.19%
7,080
+1,253
80
$528K 0.18%
2,890
+35
81
$518K 0.18%
14,933
+470
82
$514K 0.18%
19,670
-190
83
$513K 0.18%
3,231
-2,116
84
$508K 0.18%
1,813
-1,123
85
$481K 0.17%
21,085
-447
86
$457K 0.16%
+11,839
87
$456K 0.16%
66,524
+13,000
88
$455K 0.16%
+1,882
89
$452K 0.16%
10,046
+2,174
90
$450K 0.16%
+6,790
91
$444K 0.16%
+4,741
92
$443K 0.15%
23,800
-8,048
93
$429K 0.15%
3,640
+329
94
$416K 0.15%
8,160
-1,912
95
$409K 0.14%
3,571
+1,084
96
$405K 0.14%
+4,514
97
$405K 0.14%
7,371
-893
98
$396K 0.14%
+9,737
99
$394K 0.14%
+2,181
100
$389K 0.14%
25,498
+13,598
2 3
4
5 6