WAOI
Wealth Advisors of Iowa Portfolio holdings
AUM
$268M
This Quarter Return
-0.79%
1 Year Return
+13.7%
3 Year Return
+56.4%
5 Year Return
+93.31%
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(+0.95%)
Cap. Flow
+$4.38M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
77.61%
Holding
73
New
4
Increased
31
Reduced
20
Closed
9
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.38M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$394K |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$272K |
| 4 |
Bristol-Myers Squibb
BMY
|
$266K |
| 5 |
Nike
NKE
|
$261K |
Sector Composition
| 1 | Technology | 5.07% |
| 2 | Financials | 2.88% |
| 3 | Consumer Discretionary | 1.96% |
| 4 | Consumer Staples | 1.56% |
| 5 | Communication Services | 1.54% |
