OPWM
Oakwell Private Wealth Management Portfolio holdings
AUM
$434M
This Quarter Return
+14.65%
1 Year Return
+12.91%
3 Year Return
+47.35%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.57%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$19.3M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$13.5M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$13M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.05M |
| 5 |
Invesco QQQ Trust
QQQ
|
$7.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.05% |
| 2 | Real Estate | 1.52% |
| 3 | Industrials | 0.86% |
| 4 | Communication Services | 0.79% |
| 5 | Financials | 0.57% |
