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
1151
$209K ﹤0.01%
+2,161
1152
$208K ﹤0.01%
+5,032
1153
$207K ﹤0.01%
12,941
+114
1154
$207K ﹤0.01%
+1,025
1155
$206K ﹤0.01%
+2,471
1156
$205K ﹤0.01%
+5,423
1157
$205K ﹤0.01%
+5,385
1158
$205K ﹤0.01%
4,874
-26,460
1159
$204K ﹤0.01%
8,560
+86
1160
$203K ﹤0.01%
+1,366
1161
$203K ﹤0.01%
1,716
-716
1162
$203K ﹤0.01%
+655
1163
$203K ﹤0.01%
+4,073
1164
$203K ﹤0.01%
+644
1165
$203K ﹤0.01%
+6,275
1166
$203K ﹤0.01%
+2,424
1167
$202K ﹤0.01%
+5,000
1168
$201K ﹤0.01%
+3,116
1169
$201K ﹤0.01%
+1,400
1170
$201K ﹤0.01%
+3,268
1171
$200K ﹤0.01%
+16,570
1172
$200K ﹤0.01%
+1,555
1173
$200K ﹤0.01%
+1,618
1174
$198K ﹤0.01%
12,226
-9,488
1175
$197K ﹤0.01%
+18,574
45 46
47
48 49