WAOI
Wealth Advisors of Iowa Portfolio holdings
AUM
$268M
1-Year Est. Return
13.7%
1 Year Est. Return
+13.7%
AUM
$268M
AUM Growth
+$34.9M
(+15%)
Holding
83
Top Buys
| 1 | +$20.8M | |
| 2 | +$14.2M | |
| 3 | +$13.9M | |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$13.3M |
| 5 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$1.82M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$14.4M | |
| 3 | +$11.9M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$2.58M |
| 5 |
Chevron
CVX
|
+$259K |
Sector Composition
| 1 | Technology | 4.19% |
| 2 | Financials | 2.35% |
| 3 | Consumer Discretionary | 1.76% |
| 4 | Communication Services | 1.26% |
| 5 | Consumer Staples | 1.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bristol-Myers Squibb
BMY
$88.7B
| – | – |
-3,547
|
|
||
77
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
| – | – |
-11,174
|
|
||
|
78
Chevron
CVX
$311B
| – | – |
-1,547
|
|
||
79
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
| – | – |
-271,552
|
|
||
80
Johnson & Johnson
JNJ
$467B
| – | – |
-1,216
|
|
||
81
Merck
MRK
$216B
| – | – |
-2,413
|
|
||
82
Constellation Brands
STZ
$24.7B
| – | – |
-1,121
|
|
||
|
83
Health Care Select Sector SPDR Fund
XLV
$35.7B
| – | – |
-17,694
|
|