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
$348M
AUM Growth
-$6.13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.6M
3
+$5.43M
4
OCTW icon
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
+$4.12M
5
SMAX
iShares Large Cap Max Buffer Sep ETF
SMAX
+$1.03M

Top Sells

1
+$10.3M
2
+$7.66M
3
+$5.55M
4
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$4.17M
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.12M

Sector Composition

1 Technology 9.25%
2 Financials 5.26%
3 Industrials 2.57%
4 Healthcare 2.51%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$396K 0.11%
3,879
-113
177
$395K 0.11%
2,164
+200
178
$394K 0.11%
+4,789
179
$394K 0.11%
2,285
+175
180
$391K 0.11%
3,390
+49
181
$389K 0.11%
2,296
+419
182
$387K 0.11%
8,040
+397
183
$387K 0.11%
913
+3
184
$387K 0.11%
4,996
185
$385K 0.11%
1,852
+377
186
$383K 0.11%
5,359
+1,491
187
$382K 0.11%
+11,663
188
$380K 0.11%
9,005
-332
189
$379K 0.11%
2,821
+387
190
$379K 0.11%
892
+90
191
$379K 0.11%
4,040
+9
192
$374K 0.11%
12,711
193
$370K 0.11%
2,096
+495
194
$369K 0.11%
11,900
+543
195
$368K 0.11%
4,142
196
$367K 0.11%
9,831
197
$367K 0.11%
13,495
-21
198
$364K 0.1%
11,608
199
$362K 0.1%
+2,182
200
$361K 0.1%
3,557
+867
6 7
8
9 10