WAOI
Wealth Advisors of Iowa Portfolio holdings
AUM
$268M
This Quarter Return
+9.2%
1 Year Return
+13.7%
3 Year Return
+56.4%
5 Year Return
+93.31%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+4.8%)
Cap. Flow
-$5.95M
Cap. Flow
% of AUM
-4%
Top 10 Holdings %
Top 10 Hldgs %
79.97%
Holding
65
New
6
Increased
19
Reduced
22
Closed
6
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.64M |
| 2 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$1.21M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$946K |
| 4 |
Alliant Energy
LNT
|
$625K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$566K |
Top Sells
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% |
