OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$401M
1-Year Est. Return
15.49%
1 Year Est. Return
+15.49%
AUM
$389M
AUM Growth
+$29.4M
(+8.2%)
Holding
285
Top Buys
| 1 | +$1.8M | |
| 2 | +$1.57M | |
| 3 | +$1.3M | |
| 4 |
iShares US Financials ETF
IYF
|
+$1.25M |
| 5 |
AllianzIM US Large Cap 6 Month Buffer10 Mar/Sep ETF
SIXP
|
+$1.03M |
Top Sells
| 1 | +$3.21M | |
| 2 | +$1.72M | |
| 3 | +$1.55M | |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.23M |
| 5 |
Invesco Building & Construction ETF
PKB
|
+$1.21M |
Sector Composition
| 1 | Technology | 9.62% |
| 2 | Financials | 4.87% |
| 3 | Industrials | 2.7% |
| 4 | Healthcare | 2.34% |
| 5 | Energy | 1.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Dell
DELL
$98.3B
| – | – |
-3,391
|
|
||
277
TrueShares Structured Outcome January ETF
JANZ
$24.4M
| – | – |
-9,655
|
|
||
278
Innovator Premium Income 20 Barrier ETF July
JULH
$18.8M
| – | – |
-8,240
|
|
||
279
TrueShares Structured Outcome May ETF
MAYZ
$13.2M
| – | – |
-10,797
|
|
||
|
280
Invesco Building & Construction ETF
PKB
$295M
| – | – |
-17,914
|
|
||
281
Invesco Dorsey Wright Technology Momentum ETF
PTF
$408M
| – | – |
-26,370
|
|
||
282
Invesco Oil & Gas Services ETF
PXJ
$28.5M
| – | – |
-42,751
|
|
||
283
SPDR Portfolio Europe ETF
SPEU
$703M
| – | – |
-8,300
|
|
||
284
Innovator US Equity Ultra Buffer ETF May
UMAY
$62.1M
| – | – |
-6,049
|
|
||
285
Vanguard Real Estate ETF
VNQ
$33.8B
| – | – |
-2,324
|
|