WAOI
Wealth Advisors of Iowa Portfolio holdings
AUM $233M
AUM
$233M
AUM Growth
+$34.3M (+17%)
Cap. Flow
+$36.8M
Cap. Flow % of AUM
15.8%
Top 10 Holdings %Top 10 Hldgs %
74.55%
Holding
77
New
13
Increased
30
Reduced
19
Closed
3
Top Buys
| 1 | $26.9M | |
| 2 | $11.4M | |
| 3 | $2.58M | |
| 4 | $1.78M | |
| 5 | $1.67M |
Top Sells
| 1 | $10.2M | |
| 2 | $3.41M | |
| 3 | $1.92M | |
| 4 | $1.23M | |
| 5 | $514K |
Sector Composition
| 1 | Technology | 3.66% |
| 2 | Financials | 2.81% |
| 3 | Consumer Discretionary | 1.58% |
| 4 | Consumer Staples | 1.51% |
| 5 | Communication Services | 0.95% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,781 | Closed | – | |||
| $0 | 0% | 0 -9,417 | Closed | – |
