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
51
$235K 0.16%
+1,437
52
$230K 0.15%
+1,560
53
$224K 0.15%
855
54
$223K 0.15%
5,986
55
$202K 0.14%
+1,245
56
$98.3K 0.07%
14,020
57
$37.2K 0.03%
11,699
58
$11.1K 0.01%
714
+50
59
$8.04K 0.01%
2,000
60
– –
-1,200
61
– –
-8,605
62
– –
-10,000
63
– –
-12,417
64
– –
-6,627
65
– –
-1,964
1 2
3