WAOI

Wealth Advisors of Iowa Portfolio holdings

AUM $268M
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.23M
3
+$5.15M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.88M
5
CRM icon
Salesforce
CRM
+$1.09M

Top Sells

1
+$18.9M
2
+$2.15M
3
+$743K
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$654K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$592K

Sector Composition

1 Technology 5.29%
2 Financials 2.97%
3 Consumer Discretionary 2.37%
4 Consumer Staples 1.71%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$466K 0.36%
6,729
-570
27
$402K 0.31%
3,667
-438
28
$402K 0.31%
1,857
-198
29
$397K 0.31%
2,559
-16
30
$394K 0.31%
3,782
+2
31
$390K 0.31%
14,050
32
$376K 0.29%
2,887
-198
33
$372K 0.29%
3,036
34
$361K 0.28%
1,982
+3
35
$354K 0.28%
+1,198
36
$346K 0.27%
10,130
+3,632
37
$339K 0.27%
1,213
-20
38
$334K 0.26%
2,009
+1
39
$331K 0.26%
4,900
40
$318K 0.25%
12,265
-332
41
$317K 0.25%
3,060
-196
42
$305K 0.24%
7,347
43
$302K 0.24%
878
+2
44
$290K 0.23%
1,947
+1
45
$289K 0.23%
1,768
-38
46
$287K 0.22%
7,388
-11,945
47
$278K 0.22%
1,231
48
$275K 0.21%
1,500
49
$246K 0.19%
2,308
-1,135
50
$226K 0.18%
1,067
-1,585
1
2
3