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
$149M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.21M
3
+$946K
4
LNT icon
Alliant Energy
LNT
+$625K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$566K

Top Sells

1
+$8.31M
2
+$727K
3
+$725K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$527K

Sector Composition

1 Technology 5.78%
2 Financials 2.97%
3 Consumer Discretionary 2.18%
4 Consumer Staples 1.55%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$559K 0.38%
2,036
-37
27
$542K 0.36%
1,356
28
$524K 0.35%
898
+18
29
$497K 0.33%
3,560
+500
30
$484K 0.32%
2,844
+153
31
$447K 0.3%
12,617
+104
32
$413K 0.28%
1,587
-1,178
33
$405K 0.27%
4,484
-346
34
$394K 0.26%
1,328
35
$374K 0.25%
2,386
-99
36
$359K 0.24%
1,594
-265
37
$351K 0.24%
6,837
+42
38
$342K 0.23%
6,900
39
$339K 0.23%
3,533
-250
40
$329K 0.22%
6,972
-375
41
$328K 0.22%
3,018
42
$322K 0.22%
1,893
+4
43
$313K 0.21%
2,138
+207
44
$296K 0.2%
1,986
+110
45
$273K 0.18%
770
-227
46
$272K 0.18%
+1,450
47
$271K 0.18%
1,121
-110
48
$271K 0.18%
10,275
+3
49
$256K 0.17%
2,347
+14
50
$246K 0.17%
3,550
-1,350
1
2
3