OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$401M
1-Year Est. Return
15.49%
1 Year Est. Return
+15.49%
AUM
$401M
AUM Growth
+$12.5M
(+3.2%)
Holding
329
Top Buys
| 1 | +$18.6M | |
| 2 | +$11.9M | |
| 3 | +$6.59M | |
| 4 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$5.24M |
| 5 |
iShares Global Financials ETF
IXG
|
+$5.11M |
Top Sells
| 1 | +$21.5M | |
| 2 | +$17.8M | |
| 3 | +$7.79M | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$7.66M |
| 5 |
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
|
+$6.12M |
Sector Composition
| 1 | Technology | 10.08% |
| 2 | Financials | 4.08% |
| 3 | Industrials | 2.56% |
| 4 | Energy | 2.27% |
| 5 | Communication Services | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Verisk Analytics
VRSK
$30.9B
| – | – |
-1,501
|
|
||
|
OCTZ
327
TrueShares Structured Outcome October ETF
OCTZ
$36.1M
| – | – |
-8,423
|
|
||
328
Grupo Aeroportuario del Pacifico
PAC
$13B
| – | – |
-2,333
|
|
||
329
Qualys
QLYS
$4.8B
| – | – |
-3,145
|
|