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
26
$2.83M 0.81%
118,675
-6,347
27
$2.77M 0.8%
67,253
-4,934
28
$2.62M 0.75%
13,815
+639
29
$2.57M 0.74%
93,468
-4,480
30
$2.5M 0.72%
49,635
+15
31
$2.08M 0.6%
14,346
-247
32
$2.07M 0.59%
41,524
-6,017
33
$2.02M 0.58%
37,789
-2,275
34
$2.01M 0.58%
52,300
+129
35
$2M 0.58%
11,432
-643
36
$1.92M 0.55%
13,266
+2,159
37
$1.84M 0.53%
7,938
+141
38
$1.67M 0.48%
5,773
-322
39
$1.64M 0.47%
68,532
-2,001
40
$1.64M 0.47%
32,149
-891
41
$1.59M 0.46%
30,504
-969
42
$1.58M 0.46%
9,933
-434
43
$1.56M 0.45%
41,766
44
$1.52M 0.44%
39,722
-4,164
45
$1.51M 0.43%
105,011
-4,484
46
$1.51M 0.43%
20,837
-1,224
47
$1.48M 0.42%
2,521
+33
48
$1.42M 0.41%
4,491
+273
49
$1.41M 0.4%
37,559
-2,543
50
$1.36M 0.39%
15,058
+268
1
2
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