OWM
Opes Wealth Management Portfolio holdings
AUM
$563M
1-Year Return
14.24%
This Quarter Return
-1.45%
1 Year Return
+14.24%
3 Year Return
+53.37%
5 Year Return
+86.01%
10 Year Return
–
AUM
$495M
AUM Growth
+$7.74M
(+1.6%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
47.09%
Holding
149
New
12
Increased
80
Reduced
38
Closed
6
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
$8.31M |
| 2 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
$2.66M |
| 3 |
DoorDash
DASH
|
$1.94M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.82M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.56M |
Top Sells
| 1 |
Apple
AAPL
|
$6.8M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.88M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.42M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$464K |
Sector Composition
| 1 | Technology | 21.77% |
| 2 | Healthcare | 4.19% |
| 3 | Communication Services | 1.18% |
| 4 | Consumer Discretionary | 1.09% |
| 5 | Financials | 0.63% |
