OWA

Outlook Wealth Advisors Portfolio holdings

AUM $401M
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
-$6.13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.6M
3
+$5.43M
4
OCTW icon
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
+$4.12M
5
SMAX
iShares Large Cap Max Buffer Sep ETF
SMAX
+$1.03M

Top Sells

1
+$10.3M
2
+$7.66M
3
+$5.55M
4
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$4.17M
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.12M

Sector Composition

1 Technology 9.25%
2 Financials 5.26%
3 Industrials 2.57%
4 Healthcare 2.51%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-355,722
277
– –
-8,445
278
– –
-7,721
279
– –
-1,499
280
– –
-1,902
281
– –
-1,179
8 9 10 11
12