WAOI

Wealth Advisors of Iowa Portfolio holdings

AUM $294M
1-Year Est. Return 11.86%
This Quarter Est. Return
1 Year Est. Return
+11.86%
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 Buys

1
+$22.6M
2
+$19.9M
3
+$17M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$12.7M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$12.5M

Top Sells

1
+$2.47B
2
+$57.2M
3
+$26.1M
4
XLE icon
State Street Energy Select Sector SPDR ETF
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
– –
-19,383
1 2 3
4