OIWM
OptiFour Integrated Wealth Management Portfolio holdings
AUM
$145M
1-Year Est. Return
19.34%
This Fund
S&P 500
1 Year Est. Return
+19.34%
AUM
$141M
AUM Growth
-$2.32M
(-1.6%)
Holding
79
Top Buys
| 1 | +$417K | |
| 2 | +$351K | |
| 3 | +$334K | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$303K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$145K |
Top Sells
| 1 | +$838K | |
| 2 | +$819K | |
| 3 | +$659K | |
| 4 |
TotalEnergies
TTE
|
+$439K |
| 5 |
J.M. Smucker
SJM
|
+$405K |
Sector Composition
| 1 | Technology | 4.32% |
| 2 | Industrials | 3.9% |
| 3 | Consumer Staples | 3.46% |
| 4 | Healthcare | 2.47% |
| 5 | Consumer Discretionary | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Walmart Inc
WMT
$935B
| – | – |
-6,531
|
|
||
|
WRI
77
DELISTED
Weingarten Realty Investors
WRI
| – | – |
-9,438
|
|
||
78
Clorox
CLX
$13.4B
| – | – |
-4,305
|
|
||
79
Emerson Electric
EMR
$84.3B
| – | – |
-4,035
|
|