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
1176
$194K ﹤0.01%
15,322
+961
1177
$187K ﹤0.01%
12,422
+1,042
1178
$187K ﹤0.01%
14,234
-3,912
1179
$176K ﹤0.01%
13,141
-8,951
1180
$175K ﹤0.01%
32,406
-1,157
1181
$169K ﹤0.01%
15,591
-1,506
1182
$169K ﹤0.01%
+20,615
1183
$167K ﹤0.01%
14,423
-220
1184
$162K ﹤0.01%
14,196
+3,246
1185
$159K ﹤0.01%
+16,057
1186
$159K ﹤0.01%
+3,881
1187
$156K ﹤0.01%
10,500
1188
$155K ﹤0.01%
+11,576
1189
$153K ﹤0.01%
11,960
-2,001
1190
$150K ﹤0.01%
+18,326
1191
$150K ﹤0.01%
11,000
1192
$147K ﹤0.01%
+13,919
1193
$139K ﹤0.01%
+11,910
1194
$135K ﹤0.01%
14,091
+562
1195
$134K ﹤0.01%
+14,003
1196
$132K ﹤0.01%
+10,750
1197
$132K ﹤0.01%
+11,322
1198
$131K ﹤0.01%
19,800
-2,500
1199
$128K ﹤0.01%
28,275
+1,881
1200
$128K ﹤0.01%
18,523
+6,639
46 47
48
49 50