OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
1-Year Return
13.28%
This Quarter Return
+4.08%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$225M
AUM Growth
+$14.3M
(+6.8%)
Cap. Flow
+$9.08M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
34.68%
Holding
209
New
38
Increased
53
Reduced
64
Closed
30
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$5.32M |
| 2 |
iShares Asia 50 ETF
AIA
|
$4.87M |
| 3 |
iShares High Yield Systematic Bond ETF
HYDB
|
$2.95M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.77M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.11M |
Top Sells
Sector Composition
| 1 | Technology | 6.88% |
| 2 | Financials | 4.9% |
| 3 | Energy | 4.09% |
| 4 | Healthcare | 3% |
| 5 | Consumer Discretionary | 2.29% |
