OWM
Opes Wealth Management Portfolio holdings
AUM
$563M
This Quarter Return
+2.5%
1 Year Return
+14.24%
3 Year Return
+53.37%
5 Year Return
+86.01%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+8.9%)
Cap. Flow
+$8.77M
Cap. Flow
% of AUM
5.99%
Top 10 Holdings %
Top 10 Hldgs %
64.31%
Holding
47
New
11
Increased
8
Reduced
24
Closed
1
Top Buys
| 1 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$3.7M |
| 2 |
Apple
AAPL
|
$2.39M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.48M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.1M |
| 5 |
Johnson & Johnson
JNJ
|
$746K |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.42M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.01M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$277K |
| 4 |
Nike
NKE
|
$205K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$200K |
Sector Composition
| 1 | Technology | 3.04% |
| 2 | Consumer Discretionary | 0.66% |
| 3 | Healthcare | 0.51% |
| 4 | Communication Services | 0.32% |
| 5 | Financials | 0.22% |
