OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$442M
1-Year Est. Return
16.24%
This Fund
S&P 500
1 Year Est. Return
+16.24%
AUM
$401M
AUM Growth
+$12.5M
(+3.2%)
Holding
329
Top Buys
| 1 | +$18M | |
| 2 | +$11.6M | |
| 3 | +$6.48M | |
| 4 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$5.13M |
| 5 |
iShares Global Financials ETF
IXG
|
+$4.98M |
Top Sells
| 1 | +$20.9M | |
| 2 | +$17.5M | |
| 3 | +$7.66M | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$7.65M |
| 5 |
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
|
+$6.02M |
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
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$777M
| – | – |
-15,119
|
|
||
327
Graphic Packaging
GPK
$3.47B
| – | – |
-13,403
|
|
||
328
State Street SPDR Dow Jones REIT ETF
RWR
$1.73B
| – | – |
-4,044
|
|
||
329
Verisk Analytics
VRSK
$29.5B
| – | – |
-1,501
|
|