OPWM
Oakwell Private Wealth Management Portfolio holdings
AUM
$498M
1-Year Est. Return
14.58%
1 Year Est. Return
+14.58%
AUM
$434M
AUM Growth
+$72M
(+20%)
Holding
78
Top Buys
| 1 | +$16.2M | |
| 2 | +$4.76M | |
| 3 | +$2.56M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.49M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$2.48M |
Top Sells
| 1 | +$2.27M | |
| 2 | +$575K | |
| 3 | +$317K | |
| 4 |
Tyson Foods
TSN
|
+$226K |
| 5 |
AbbVie
ABBV
|
+$211K |
Sector Composition
| 1 | Technology | 3.71% |
| 2 | Financials | 1.69% |
| 3 | Consumer Discretionary | 0.58% |
| 4 | Communication Services | 0.57% |
| 5 | Energy | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Home Depot
HD
$361B
| – | – |
-1,569
|
|
||
|
77
Tyson Foods
TSN
$19.1B
| – | – |
-3,541
|
|
||
78
UnitedHealth
UNH
$292B
| – | – |
-605
|
|