WAOI
Wealth Advisors of Iowa Portfolio holdings
AUM
$268M
This Quarter Return
-1.91%
1 Year Return
+13.7%
3 Year Return
+56.4%
5 Year Return
+93.31%
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+9.2%)
Cap. Flow
-$1.03B
Cap. Flow
% of AUM
-516.4%
Top 10 Holdings %
Top 10 Hldgs %
82.28%
Holding
72
New
13
Increased
27
Reduced
10
Closed
11
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$26.2M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$19.6M |
| 3 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$10.2M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$9.59M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$9.26M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.05B |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$20.4M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$16.4M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$10.1M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$6.65M |
Sector Composition
| 1 | Consumer Staples | 2.57% |
| 2 | Technology | 2.37% |
| 3 | Financials | 2.11% |
| 4 | Communication Services | 1.73% |
| 5 | Energy | 1.72% |
