OWM
Olympus Wealth Management Portfolio holdings
AUM
$298M
This Quarter Return
+0.11%
1 Year Return
+12.99%
3 Year Return
+43.1%
5 Year Return
–
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(-17%)
Cap. Flow
-$49.8M
Cap. Flow
% of AUM
-21.87%
Top 10 Holdings %
Top 10 Hldgs %
90.5%
Holding
20
New
3
Increased
5
Reduced
10
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$16.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.19M |
| 3 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
$4.73M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.84M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$2.8M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$27.3M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$17.5M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$10.4M |
| 4 |
SPDR Gold Trust
GLD
|
$7.91M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.65M |
Sector Composition
| 1 | Financials | 0.32% |
