OWM
Opes Wealth Management Portfolio holdings
AUM
$568M
1-Year Est. Return
15.34%
1 Year Est. Return
+15.34%
AUM
$563M
AUM Growth
+$67.7M
(+14%)
Holding
151
Top Buys
| 1 | +$27.8M | |
| 2 | +$2.02M | |
| 3 | +$1.72M | |
| 4 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
+$1.61M |
| 5 |
Gilead Sciences
GILD
|
+$1.52M |
Top Sells
| 1 | +$1.94M | |
| 2 | +$1.61M | |
| 3 | +$681K | |
| 4 |
Vanguard California Tax-Exempt Bond ETF
VTEC
|
+$556K |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$437K |
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
DoorDash
DASH
$91.3B
| – | – |
-10,621
|
|