OWA
ORBA Wealth Advisors Portfolio holdings
AUM
$110M
This Quarter Return
+0.82%
1 Year Return
+12.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(-3.2%)
Cap. Flow
-$5.8M
Cap. Flow
% of AUM
-3.03%
Top 10 Holdings %
Top 10 Hldgs %
41.28%
Holding
108
New
4
Increased
22
Reduced
42
Closed
4
Top Buys
| 1 |
DFS
Discover Financial Services
DFS
|
$652K |
| 2 |
VanEck Semiconductor ETF
SMH
|
$484K |
| 3 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
$440K |
| 4 |
Albertsons Companies
ACI
|
$433K |
| 5 |
Lam Research
LRCX
|
$333K |
Top Sells
Sector Composition
| 1 | Technology | 15.23% |
| 2 | Healthcare | 6.16% |
| 3 | Communication Services | 4.81% |
| 4 | Financials | 4.41% |
| 5 | Consumer Staples | 3.34% |
