OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
1-Year Return
13.28%
This Quarter Return
+7.36%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$324M
AUM Growth
+$37.8M
(+13%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
6.11%
Top 10 Holdings %
Top 10 Hldgs %
33.5%
Holding
283
New
37
Increased
99
Reduced
103
Closed
25
Top Buys
| 1 |
Innovator US Equity Buffer ETF March
BMAR
|
$15.2M |
| 2 |
FT Vest Growth-100 Buffer ETF March
QMAR
|
$12.9M |
| 3 |
FT Vest US Equity Buffer ETF March
FMAR
|
$12.4M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.82M |
| 5 |
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
|
$4.79M |
Top Sells
Sector Composition
| 1 | Technology | 8.32% |
| 2 | Financials | 4.91% |
| 3 | Healthcare | 3.23% |
| 4 | Energy | 2.91% |
| 5 | Industrials | 2.75% |
