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
1101
$232K ﹤0.01%
+13,913
1102
$231K ﹤0.01%
+3,445
1103
$230K ﹤0.01%
2,232
-1,080
1104
$229K ﹤0.01%
1,585
-137
1105
$228K ﹤0.01%
+9,466
1106
$228K ﹤0.01%
+2,967
1107
$227K ﹤0.01%
5,052
+11
1108
$227K ﹤0.01%
1,780
-40
1109
$226K ﹤0.01%
1,861
-86
1110
$225K ﹤0.01%
6,718
-124
1111
$225K ﹤0.01%
7,687
-547
1112
$224K ﹤0.01%
+7,374
1113
$224K ﹤0.01%
3,356
1114
$223K ﹤0.01%
984
+51
1115
$223K ﹤0.01%
1,129
+5
1116
$223K ﹤0.01%
1,808
-243
1117
$222K ﹤0.01%
8,887
-6,703
1118
$221K ﹤0.01%
148
-6
1119
$221K ﹤0.01%
5,390
1120
$221K ﹤0.01%
4,420
-80
1121
$221K ﹤0.01%
+1,704
1122
$220K ﹤0.01%
5,680
-363
1123
$220K ﹤0.01%
+376
1124
$220K ﹤0.01%
3,577
-675
1125
$219K ﹤0.01%
+4,492
43 44
45
46 47