WIA
World Investment Advisors Portfolio holdings
AUM
$4.4B
This Quarter Return
+17.88%
1 Year Return
+15.92%
3 Year Return
+54.85%
5 Year Return
+82.2%
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+33%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
6.66%
Top 10 Holdings %
Top 10 Hldgs %
48.5%
Holding
190
New
50
Increased
62
Reduced
46
Closed
24
Top Buys
| 1 |
iShares US Equity Factor ETF
LRGF
|
$5.76M |
| 2 |
Walmart
WMT
|
$3.14M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.05M |
| 4 |
Innovator US Equity Power Buffer ETF February
PFEB
|
$2M |
| 5 |
Innovator US Equity Power Buffer ETF July
PJUL
|
$1.96M |
Top Sells
Sector Composition
| 1 | Technology | 1.93% |
| 2 | Consumer Discretionary | 1.14% |
| 3 | Consumer Staples | 1.1% |
| 4 | Energy | 0.92% |
| 5 | Financials | 0.76% |
