OWA
ORBA Wealth Advisors Portfolio holdings
AUM
$110M
This Quarter Return
+9.47%
1 Year Return
+12.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.46%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.84% |
| 2 | Healthcare | 6.76% |
| 3 | Communication Services | 3.18% |
| 4 | Financials | 3.1% |
| 5 | Consumer Staples | 2.91% |
