OPWM
Oakwell Private Wealth Management Portfolio holdings
AUM
$498M
1-Year Est. Return
14.58%
1 Year Est. Return
+14.58%
AUM
$498M
AUM Growth
+$63.7M
(+15%)
Holding
80
Top Buys
| 1 | +$14.1M | |
| 2 | +$8.21M | |
| 3 | +$7.12M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.65M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.08M |
Top Sells
| 1 | +$6.37M | |
| 2 | +$922K | |
| 3 | +$542K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$210K |
| 5 |
Palo Alto Networks
PANW
|
+$204K |
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Financials | 1.35% |
| 3 | Communication Services | 0.81% |
| 4 | Consumer Discretionary | 0.5% |
| 5 | Energy | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
SPDR S&P 500 ETF Trust
SPY
$698B
| $217K | 0.04% |
325
|
|
||
77
Home Depot
HD
$357B
| $211K | 0.04% |
+520
|
|
||
78
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
| $205K | 0.04% |
4,492
-722
|
|
||
|
79
Palo Alto Networks
PANW
$130B
| – | – |
-995
|
|
||
80
S&P Global
SPGI
$151B
| – | – |
-1,749
|
|