OWA
Oak Wealth Advisors Portfolio holdings
AUM
$172M
1-Year Est. Return
14.29%
1 Year Est. Return
+14.29%
AUM
$172M
AUM Growth
+$16.2M
(+10%)
Holding
59
Top Buys
| 1 | +$1.05M | |
| 2 | +$1M | |
| 3 | +$955K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$645K |
| 5 |
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
|
+$477K |
Top Sells
| 1 | +$770K | |
| 2 | +$196K | |
| 3 | +$139K | |
| 4 |
MGE Energy Inc
MGEE
|
+$77.6K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$68.3K |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Consumer Discretionary | 0.67% |
| 3 | Financials | 0.2% |
| 4 | Healthcare | 0.19% |
| 5 | Utilities | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.42T
| $273K | 0.16% |
1,242
|
|
||
52
Astera Labs
ALAB
$28.3B
| $267K | 0.16% |
+1,364
|
|
||
53
Dimensional US Small Cap ETF
DFAS
$11.5B
| $249K | 0.14% |
3,643
|
|
||
54
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.39B
| $248K | 0.14% |
1,750
|
|
||
55
Dimensional National Municipal Bond ETF
DFNM
$1.68B
| $238K | 0.14% |
4,959
-16,052
|
|
||
|
56
MGE Energy Inc
MGEE
$3.14B
| $236K | 0.14% |
2,799
-922
|
|
||
57
Schwab Fundamental US Large Company Index ETF
FNDX
$21.3B
| $225K | 0.13% |
8,544
-1,250
|
|
||
|
58
Alphabet (Google) Class A
GOOGL
$3.26T
| $209K | 0.12% |
860
-281
|
|
||
59
iShares S&P 500 Value ETF
IVE
$42.8B
| $201K | 0.12% |
+972
|
|