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
$152M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.67M
3
+$1.84M
4
XOM icon
Exxon Mobil
XOM
+$1.51M
5
TXN icon
Texas Instruments
TXN
+$1.19M

Top Sells

1
+$1.41M
2
+$1.27M
3
+$398K
4
CCI icon
Crown Castle
CCI
+$311K
5
CMA icon
Comerica
CMA
+$269K

Sector Composition

1 Financials 9.75%
2 Energy 7%
3 Technology 4.34%
4 Consumer Staples 3.99%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,682
152
– –
-4,071
153
– –
-16,836
154
– –
-6,246
155
– –
-3,663
3 4 5 6
7