WAOI

Wealth Advisors of Iowa Portfolio holdings

AUM $294M
1-Year Est. Return 11.87%
This Quarter Est. Return
1 Year Est. Return
+11.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$11.4M
3
+$2.58M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$1.78M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.67M

Top Sells

1
+$10.2M
2
+$3.41M
3
+$1.92M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.23M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
– –
-2,781
77
– –
-9,417
1 2 3
4