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
51
$1.35M 0.39%
54,815
+616
52
$1.33M 0.38%
16,573
+4,277
53
$1.31M 0.38%
15,016
-673
54
$1.3M 0.37%
37,990
+1,787
55
$1.24M 0.36%
2,002
+8
56
$1.22M 0.35%
11,938
-626
57
$1.09M 0.31%
9,504
-479
58
$1.09M 0.31%
21,942
+76
59
$1.07M 0.31%
14,126
-742
60
$1.06M 0.3%
4,694
+23
61
$1.04M 0.3%
17,186
-577
62
$1.03M 0.29%
+40,692
63
$1.02M 0.29%
2,624
+87
64
$1M 0.29%
24,158
-1,386
65
$1M 0.29%
9,151
-87
66
$973K 0.28%
1,955
67
$966K 0.28%
11,366
-259
68
$963K 0.28%
26,245
69
$953K 0.27%
1,069
-5
70
$948K 0.27%
10,608
+15
71
$947K 0.27%
4,317
+104
72
$915K 0.26%
9,586
+6,218
73
$912K 0.26%
21,260
+2,259
74
$911K 0.26%
5,431
-1,992
75
$904K 0.26%
11,765
-87
1 2
3
4 5