OWA
ORBA Wealth Advisors Portfolio holdings
AUM
$121M
1-Year Est. Return
13.69%
1 Year Est. Return
+13.69%
AUM
$121M
AUM Growth
+$11.7M
(+11%)
Holding
79
Top Buys
| 1 | +$1.08M | |
| 2 | +$699K | |
| 3 | +$616K | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$610K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$544K |
Top Sells
| 1 | +$563K | |
| 2 | +$487K | |
| 3 | +$438K | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$338K |
| 5 |
Innovator US Equity Power Buffer ETF March
PMAR
|
+$189K |
Sector Composition
| 1 | Technology | 15.95% |
| 2 | Consumer Staples | 3.36% |
| 3 | Healthcare | 1.69% |
| 4 | Communication Services | 1.59% |
| 5 | Consumer Discretionary | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Walmart
WMT
$896B
| $221K | 0.18% |
2,149
|
|
||
77
Visa
V
$636B
| $217K | 0.18% |
635
+15
|
|
||
78
Goldman Sachs
GS
$245B
| $216K | 0.18% |
+271
|
|
||
79
Illinois Tool Works
ITW
$72.1B
| $203K | 0.17% |
+777
|
|