OPWM
Oak Point Wealth Management Portfolio holdings
AUM
$98M
1 Year Est. Return
–
AUM
$101M
AUM Growth
–
Holding
210
Top Buys
| 1 | +$4.62M | |
| 2 | +$3.94M | |
| 3 | +$3.75M | |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$3.53M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$3.45M |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Health Care Select Sector SPDR Fund
XLV
$36B
| $2K | ﹤0.01% |
+25
|
|
||
|
CA
202
DELISTED
CA, Inc.
CA
| $2K | ﹤0.01% |
+84
|
|
||
203
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.25B
| $1K | ﹤0.01% |
+12
|
|
||
204
Cardinal Health
CAH
$48.4B
| $1K | ﹤0.01% |
+21
|
|
||
205
iShares MSCI Emerging Markets ETF
EEM
$20.7B
| $1K | ﹤0.01% |
+19
|
|
||
206
LyondellBasell Industries
LYB
$13.8B
| $1K | ﹤0.01% |
+7
|
|
||
207
Vanguard Mega Cap Value ETF
MGV
$10.1B
| $1K | ﹤0.01% |
+17
|
|
||
208
NovaGold Resources
NG
$3.33B
| $1K | ﹤0.01% |
+213
|
|
||
209
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
| $1K | ﹤0.01% |
+13
|
|
||
210
Vanguard FTSE Europe ETF
VGK
$27.4B
| $1K | ﹤0.01% |
+11
|
|