OWA
Oak Wealth Advisors Portfolio holdings
AUM
$156M
This Quarter Return
-1.73%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.29%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$19.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.1M |
| 3 |
Avantis International Equity ETF
AVDE
|
$16M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
$11M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$7.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.28% |
| 2 | Consumer Discretionary | 0.96% |
| 3 | Financials | 0.46% |
| 4 | Healthcare | 0.26% |
| 5 | Communication Services | 0.22% |
