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
$179M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$26.1M
3
+$12.4M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.6M

Top Sells

1
+$21.5M
2
+$15.8M
3
+$15.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.42M

Sector Composition

1 Technology 5.06%
2 Financials 2.74%
3 Consumer Discretionary 1.95%
4 Communication Services 1.79%
5 Consumer Staples 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.1K 0.02%
11,699
52
$5.81K ﹤0.01%
714
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