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
$160M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.23M
2 +$2.23M
3 +$709K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$608K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$597K

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 1.13%
3 Communication Services 0.6%
4 Healthcare 0.45%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-31,998
52
-4,470
53
0