OWM
Opes Wealth Management Portfolio holdings
AUM
$563M
This Quarter Return
+20.89%
1 Year Return
+14.24%
3 Year Return
+53.37%
5 Year Return
+86.01%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+48%)
Cap. Flow
+$42.1M
Cap. Flow
% of AUM
21.57%
Top 10 Holdings %
Top 10 Hldgs %
58.89%
Holding
70
New
23
Increased
27
Reduced
12
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$25.3M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$7.69M |
| 3 |
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
|
$7.63M |
| 4 |
Gilead Sciences
GILD
|
$7.23M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.68M |
Top Sells
Sector Composition
| 1 | Technology | 20.25% |
| 2 | Healthcare | 4.17% |
| 3 | Financials | 1.12% |
| 4 | Communication Services | 1.03% |
| 5 | Consumer Discretionary | 0.54% |
