OWM
Opes Wealth Management Portfolio holdings
AUM
$563M
1-Year Return
14.24%
This Quarter Return
-5.03%
1 Year Return
+14.24%
3 Year Return
+53.37%
5 Year Return
+86.01%
10 Year Return
–
AUM
$361M
AUM Growth
+$8.42M
(+2.4%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
7.16%
Top 10 Holdings %
Top 10 Hldgs %
44.58%
Holding
126
New
5
Increased
72
Reduced
33
Closed
5
Top Buys
| 1 |
Netflix
NFLX
|
$7.84M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.86M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.82M |
| 4 |
iShares California Muni Bond ETF
CMF
|
$1.53M |
| 5 |
Apple
AAPL
|
$1.33M |
Top Sells
Sector Composition
| 1 | Technology | 18.39% |
| 2 | Healthcare | 4.07% |
| 3 | Communication Services | 3.36% |
| 4 | Consumer Discretionary | 0.79% |
| 5 | Industrials | 0.48% |
