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
1201
$125K ﹤0.01%
+10,694
1202
$123K ﹤0.01%
10,750
1203
$120K ﹤0.01%
10,249
1204
$112K ﹤0.01%
+11,370
1205
$102K ﹤0.01%
+19,367
1206
$101K ﹤0.01%
+14,010
1207
$98.9K ﹤0.01%
+10,861
1208
$94.2K ﹤0.01%
11,728
1209
$81.8K ﹤0.01%
10,776
1210
$77.3K ﹤0.01%
+12,195
1211
$76.6K ﹤0.01%
+14,212
1212
$68.1K ﹤0.01%
+18,019
1213
$63K ﹤0.01%
40,618
1214
$48.2K ﹤0.01%
+14,619
1215
$45.4K ﹤0.01%
100,000
1216
$38K ﹤0.01%
+29,000
1217
$37.6K ﹤0.01%
2,175
-670
1218
$35.8K ﹤0.01%
10,333
-10,333
1219
$32.4K ﹤0.01%
+11,044
1220
$28.7K ﹤0.01%
42,611
+20,000
1221
$27.5K ﹤0.01%
10,000
1222
$25K ﹤0.01%
+500
1223
$22.3K ﹤0.01%
13,787
1224
$21.4K ﹤0.01%
10,644
-11,000
1225
$2.98K ﹤0.01%
10,000
47 48
49
50 51