OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
-12.14%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$219M
AUM Growth
–
Cap. Flow
+$219M
Cap. Flow
% of AUM
99.72%
Top 10 Holdings %
Top 10 Hldgs %
38.85%
Holding
175
New
174
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Stewart Information Services
STC
|
$20.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$11.9M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$10.4M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$8.31M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$6.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.45% |
| 2 | Energy | 6.89% |
| 3 | Consumer Staples | 4.43% |
| 4 | Communication Services | 4.31% |
| 5 | Technology | 3.66% |
