OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
+3.27%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(-1%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-3.46%
Top 10 Holdings %
Top 10 Hldgs %
35.86%
Holding
301
New
43
Increased
71
Reduced
100
Closed
45
Top Buys
| 1 |
FT Vest US Equity Buffer ETF December
FDEC
|
$13.2M |
| 2 |
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
|
$7.4M |
| 3 |
NVIDIA
NVDA
|
$6.41M |
| 4 |
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
|
$3.68M |
| 5 |
Invesco Oil & Gas Services ETF
PXJ
|
$2.16M |
Top Sells
Sector Composition
| 1 | Technology | 10.11% |
| 2 | Energy | 2.97% |
| 3 | Financials | 2.96% |
| 4 | Healthcare | 2.66% |
| 5 | Industrials | 2.58% |