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
126
$276K 0.1%
+3,660
127
$276K 0.1%
15,016
+3,315
128
$272K 0.1%
5,508
-127
129
$266K 0.09%
+9,145
130
$253K 0.09%
+5,166
131
$249K 0.09%
4,425
132
$247K 0.09%
+1,072
133
$247K 0.09%
4,869
-1,569
134
$246K 0.09%
+4,246
135
$243K 0.09%
2,080
-12,647
136
$243K 0.09%
16,450
-531
137
$242K 0.08%
2,836
-98
138
$235K 0.08%
1,871
-106
139
$235K 0.08%
+19,601
140
$235K 0.08%
+6,912
141
$235K 0.08%
+6,548
142
$229K 0.08%
+3,057
143
$228K 0.08%
+8,308
144
$224K 0.08%
+1,172
145
$223K 0.08%
+12,476
146
$223K 0.08%
+1,712
147
$221K 0.08%
+9,433
148
$218K 0.08%
+2,076
149
$217K 0.08%
+8,340
150
$216K 0.08%
35,000
+8,000
4 5
6
7 8