OPWM

Oak Point Wealth Management Portfolio holdings

AUM $98M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Sells

1 +$3.56M
2 +$1.93M
3 +$1.72M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.55M
5
CSCO icon
Cisco
CSCO
+$1.48M

Sector Composition

1 Financials 7.19%
2 Consumer Discretionary 4.91%
3 Healthcare 4.19%
4 Communication Services 2.74%
5 Technology 2.67%