OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
+9.36%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+9.2%)
Cap. Flow
+$2.43M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
31.7%
Holding
269
New
70
Increased
38
Reduced
106
Closed
23
Top Buys
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.69M |
| 2 |
Innovator US Equity Ultra Buffer ETF September
USEP
|
$2.37M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.7M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.7M |
| 5 |
Prologis
PLD
|
$1.69M |
Sector Composition
| 1 | Technology | 8.14% |
| 2 | Financials | 5.59% |
| 3 | Energy | 3.28% |
| 4 | Healthcare | 3.26% |
| 5 | Industrials | 2.54% |
