OPWM
Oak Point Wealth Management Portfolio holdings
AUM
$98M
This Quarter Return
+4.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.6%
Holding
210
New
210
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 5.77% |
| 2 | Healthcare | 3.9% |
| 3 | Financials | 3.87% |
| 4 | Technology | 2.83% |
| 5 | Industrials | 2.57% |
