OWA
ORBA Wealth Advisors Portfolio holdings
AUM
$110M
This Quarter Return
+6.23%
1 Year Return
+12.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+8.3%)
Cap. Flow
+$4.6M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
44.09%
Holding
97
New
5
Increased
31
Reduced
20
Closed
–
Top Buys
Top Sells
| 1 |
AbbVie
ABBV
|
$302K |
| 2 |
JPMorgan Chase
JPM
|
$280K |
| 3 |
WisdomTree US Efficient Core Fund
NTSX
|
$212K |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$99.5K |
| 5 |
SPDR SSGA Ultra Short Term Bond ETF
ULST
|
$91K |
Sector Composition
| 1 | Technology | 11.77% |
| 2 | Healthcare | 6.88% |
| 3 | Communication Services | 3.51% |
| 4 | Financials | 3.39% |
| 5 | Consumer Staples | 2.96% |
