WAOI
Wealth Advisors of Iowa Portfolio holdings
AUM
$268M
1-Year Est. Return
13.7%
1 Year Est. Return
+13.7%
AUM
$233M
AUM Growth
+$34.3M
(+17%)
Holding
77
Top Buys
| 1 | +$26.9M | |
| 2 | +$11.4M | |
| 3 | +$2.58M | |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$1.78M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.67M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$3.41M | |
| 3 | +$1.92M | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.23M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Walt Disney
DIS
$199B
| – | – |
-2,781
|
|
||
77
AT&T
T
$188B
| – | – |
-9,417
|
|