OWM

Opes Wealth Management Portfolio holdings

AUM $589M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$23.5M
2 +$1.99M
3 +$1.68M
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$1.53M
5
GILD icon
Gilead Sciences
GILD
+$1.46M

Sector Composition

1 Technology 18.97%
2 Communication Services 6.12%
3 Healthcare 4.12%
4 Consumer Staples 0.81%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,650