A Comprehensive Analysis of Wela Strategies, Inc.'s Q4 2022 Vs. Q1 2023 13F Holdings

Wela Strategies, Inc. is a reputable investment management company that provides retail and institutional clients with personalized and innovative solutions. It manages assets that range from high-risk stocks to lower-risk bonds and cash instrument portfolios. In this article, we'll take a deep dive into the changes in holdings of this fund, comparing Q4 2022 and Q1 2023 13F holdings to gain insights into the company's investment strategy.

First up is the ISHARES TR fund, which experienced a significant reduction in the number of shares in Q1 2023 compared to Q4 2022. The decrease of 20.7% implies that the company either sold off some of its shares in the company or did not perform well in the last quarter. On the other hand, SPDR SER TR, another company that Wela Strategies has invested in, experienced a 7.9% increase in the number of shares held, indicating confidence in the company's stability and stock's growth potential.

ISHARES TR's LQD was another one of the company's most significant investments that saw a 9.1% increase in the number of shares held from Q4 2022 to Q1 2023. This fund gives investors exposure to investment-grade corporate bonds with an incremental yield that can help balance the risk profile while still providing stability in fixed rates. Meanwhile, another ISHARES TR fund, IEFA, saw a 56.4% increase in the number of shares, signaling that the company is bullish on the fund's prospects.

The ISHARES TR IJR fund had a 74.1% increase in the number of shares held by Wela Strategies, Inc. from Q4 2022 to Q1 2023. This fund aims to provide investors with exposure to US small-cap stocks that have the potential to grow, making it attractive not only to Wela Strategies but also to other investors seeking to gain exposure to the US markets.

VANGUARD INTL EQUITY INDEX F (VWO) had one of the most significant increases in the number of shares held, with Wela Strategies raising its holdings by 68.8%. This fund aims to provide investors with exposure to companies domiciled outside of the US with innovative products and services that have the potential to generate sustainable growth and appeal to all kinds of investors.

The SPDR SER TR FLRN fund, with a 33.5% decline in the number of shares held by Wela Strategies, experienced one of the significant drops. The decrease suggests that the company may have lost confidence in the performance of the fund, making it a less attractive option. SELECT SECTOR SPDR TR, XLV, was another fund with a 26.2% decline in shares held by Wela Strategies.

In conclusion, from the various investments presented in the table, it's clear that Wela Strategies, Inc. has a mixed portfolio that covers high-risk and low-risk investments. The data indicates that the company remains bullish on some companies while reducing stakes in others, maybe due to the market's changing climate. Overall, the investment strategy appears to be working, as most of the funds posted gains in the last quarter, making it more attractive to investors.