OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
+6.92%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+6.6%)
Cap. Flow
+$3.31M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
36.67%
Holding
178
New
17
Increased
74
Reduced
68
Closed
11
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.23M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.31M |
| 3 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$1.57M |
| 4 |
Apple
AAPL
|
$1.5M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.47M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.3M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$2.93M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.04M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$1.66M |
| 5 |
Stewart Information Services
STC
|
$1.08M |
Sector Composition
| 1 | Financials | 5.71% |
| 2 | Technology | 3.8% |
| 3 | Healthcare | 2.2% |
| 4 | Consumer Discretionary | 2.11% |
| 5 | Communication Services | 1.77% |
