WIA

World Investment Advisors Portfolio holdings

AUM $4.88B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.14M
3
+$2.04M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$2M
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$1.96M

Top Sells

1
+$2.71M
2
+$2.16M
3
+$2.09M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.97M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.83M

Sector Composition

1 Technology 1.93%
2 Consumer Discretionary 1.14%
3 Consumer Staples 1.1%
4 Energy 0.92%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$379K 0.13%
8,869
+465
102
$378K 0.13%
6,183
-2,220
103
$375K 0.13%
5,906
-270
104
$367K 0.13%
6,747
+533
105
$364K 0.13%
2,433
-116
106
$360K 0.13%
+22,745
107
$355K 0.12%
905
+191
108
$354K 0.12%
26,214
+3,732
109
$340K 0.12%
3,257
-964
110
$335K 0.12%
3,409
-138
111
$335K 0.12%
3,161
112
$331K 0.12%
3,710
-10
113
$331K 0.12%
+13,412
114
$328K 0.11%
+2,282
115
$321K 0.11%
4,064
+250
116
$315K 0.11%
1,584
-255
117
$310K 0.11%
+8,506
118
$301K 0.11%
1,564
-42
119
$301K 0.11%
+1,459
120
$291K 0.1%
1,118
-267
121
$286K 0.1%
4,887
+554
122
$283K 0.1%
+7,290
123
$280K 0.1%
+18,510
124
$279K 0.1%
+1,589
125
$276K 0.1%
7,150
3 4
5
6 7