OWM

Opes Wealth Management Portfolio holdings

AUM $563M
1-Year Est. Return 14.24%
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.51M
3 +$534K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$389K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$335K

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 0.83%
3 Communication Services 0.64%
4 Healthcare 0.5%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.13%
+700
52
-1,290
53
-134,236