WAOI
Wealth Advisors of Iowa Portfolio holdings
AUM
$268M
This Quarter Return
-5.83%
1 Year Return
+13.7%
3 Year Return
+56.4%
5 Year Return
+93.31%
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(-81%)
Cap. Flow
-$1.67B
Cap. Flow
% of AUM
-1,556.11%
Top 10 Holdings %
Top 10 Hldgs %
82.37%
Holding
72
New
4
Increased
5
Reduced
46
Closed
17
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$691K |
| 2 |
W.R. Berkley
WRB
|
$316K |
| 3 |
Eli Lilly
LLY
|
$283K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$262K |
| 5 |
McDonald's
MCD
|
$200K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.26B |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$140M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$99M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$51M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$14.8M |
Sector Composition
| 1 | Technology | 4.26% |
| 2 | Communication Services | 3.23% |
| 3 | Financials | 3.12% |
| 4 | Consumer Discretionary | 2.81% |
| 5 | Consumer Staples | 2.59% |
