We are live on
!
Find out more
OPWM
Oregon Pacific Wealth Management Portfolio holdings
AUM
$95.8M
1-Year Est. Return
15.42%
This Fund
S&P 500
1 Year Est. Return
+15.42%
AUM
$116M
AUM Growth
+$10M
(+9.5%)
Holding
156
Top Buys
| 1 | +$6.35M | |
| 2 | +$4.78M | |
| 3 | +$3.39M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$3.11M |
| 5 |
DoubleLine Mortgage ETF
DMBS
|
+$2.96M |
Top Sells
| 1 | +$4.25M | |
| 2 | +$3.8M | |
| 3 | +$3.2M | |
| 4 |
Cambria Foreign Shareholder Yield ETF
FYLD
|
+$3.07M |
| 5 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$2.63M |
Sector Composition
| 1 | Technology | 11.73% |
| 2 | Financials | 4.4% |
| 3 | Consumer Discretionary | 4.08% |
| 4 | Healthcare | 4.03% |
| 5 | Communication Services | 3.08% |