WAOI
Wealth Advisors of Iowa Portfolio holdings
AUM
$294M
1-Year Est. Return
11.87%
1 Year Est. Return
+11.87%
AUM
$294M
AUM Growth
+$26.2M
(+9.8%)
Holding
87
Top Buys
| 1 | +$9.86M | |
| 2 | +$8.31M | |
| 3 | +$6.26M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$3.76M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$2.16M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$8.26M | |
| 3 | +$2.51M | |
| 4 |
Simplify Stable Income ETF
BUCK
|
+$1.84M |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$728K |
Sector Composition
| 1 | Technology | 4.43% |
| 2 | Financials | 2.25% |
| 3 | Consumer Discretionary | 1.72% |
| 4 | Communication Services | 1.45% |
| 5 | Consumer Staples | 1.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Caterpillar
CAT
$303B
| $223K | 0.08% |
+468
|
|
||
77
Dimensional US Marketwide Value ETF
DFUV
$13.3B
| $223K | 0.08% |
4,986
|
|
||
78
Illinois Tool Works
ITW
$76.4B
| $222K | 0.08% |
852
+12
|
|
||
79
Chevron
CVX
$332B
| $215K | 0.07% |
+1,386
|
|
||
80
AT&T
T
$167B
| $208K | 0.07% |
+7,364
|
|
||
81
Coca-Cola
KO
$303B
| $205K | 0.07% |
3,091
+2
|
|
||
82
Nike
NKE
$95.3B
| $204K | 0.07% |
2,920
|
|
||
83
Village Farms International
VFF
$395M
| $58.1K | 0.02% |
+18,575
|
|
||
84
AdvisorShares Pure US Cannabis ETF
MSOS
$937M
| – | – |
-10,020
|
|
||
|
85
Simplify Stable Income ETF
BUCK
$350M
| – | – |
-77,656
|
|
||
86
Capital Group US Multi-Sector Income ETF
CGMS
$4B
| – | – |
-16,918
|
|
||
87
Walt Disney
DIS
$199B
| – | – |
-1,663
|
|