WIA
World Investment Advisors Portfolio holdings
AUM
$4.4B
This Quarter Return
-4.26%
1 Year Return
+15.92%
3 Year Return
+54.85%
5 Year Return
+82.2%
10 Year Return
–
AUM
$421M
AUM Growth
+$421M
(-12%)
Cap. Flow
-$957K
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
269
New
9
Increased
89
Reduced
108
Closed
26
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF February
PFEB
|
$2.36M |
| 2 |
Tesla
TSLA
|
$1.18M |
| 3 |
FT Vest US Equity Deep Buffer ETF March
DMAR
|
$1.09M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.09M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.03M |
Top Sells
Sector Composition
| 1 | Technology | 1.78% |
| 2 | Consumer Discretionary | 1.57% |
| 3 | Energy | 1.12% |
| 4 | Healthcare | 0.92% |
| 5 | Consumer Staples | 0.89% |
