OBWAL
Oak Barrel Wealth Advisory LLC Portfolio holdings
AUM
$167M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$167M
AUM Growth
–
Holding
79
Top Buys
| 1 | +$52.3M | |
| 2 | +$13.8M | |
| 3 | +$9.9M | |
| 4 |
iShares Global Tech ETF
IXN
|
+$7.13M |
| 5 |
Apple
AAPL
|
+$5.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.58% |
| 2 | Financials | 5.47% |
| 3 | Communication Services | 2.65% |
| 4 | Consumer Discretionary | 2.2% |
| 5 | Materials | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Church & Dwight Co
CHD
$22.5B
| $212K | 0.13% |
+2,525
|
|
||
77
Lowe's Companies
LOW
$131B
| $212K | 0.13% |
+878
|
|
||
78
Procter & Gamble
PG
$344B
| $204K | 0.12% |
+1,426
|
|
||
79
Eaton
ETN
$155B
| $204K | 0.12% |
+641
|
|