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
$196M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$2.47B
2 +$57.2M
3 +$26.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$21.6M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$13.5M

Sector Composition

1 Technology 4.93%
2 Financials 2.78%
3 Consumer Discretionary 1.78%
4 Consumer Staples 1.75%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,191