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
1126
$219K ﹤0.01%
5,079
-444
1127
$219K ﹤0.01%
20,849
+7,223
1128
$217K ﹤0.01%
+13,244
1129
$217K ﹤0.01%
+1,722
1130
$216K ﹤0.01%
18,055
1131
$216K ﹤0.01%
+1,908
1132
$215K ﹤0.01%
8,050
-3,480
1133
$215K ﹤0.01%
4,050
1134
$215K ﹤0.01%
+1,313
1135
$214K ﹤0.01%
9,739
-4,729
1136
$213K ﹤0.01%
13,325
1137
$213K ﹤0.01%
22,450
-40,525
1138
$213K ﹤0.01%
495
-63
1139
$213K ﹤0.01%
+7,489
1140
$213K ﹤0.01%
+3,519
1141
$213K ﹤0.01%
+455
1142
$213K ﹤0.01%
1,956
+424
1143
$213K ﹤0.01%
4,594
-439
1144
$212K ﹤0.01%
1,219
-235
1145
$211K ﹤0.01%
+3,605
1146
$211K ﹤0.01%
521
-68
1147
$211K ﹤0.01%
3,267
-6,574
1148
$210K ﹤0.01%
+1,883
1149
$210K ﹤0.01%
+1,778
1150
$209K ﹤0.01%
+385
44 45
46
47 48