OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
+5.6%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$313M
AUM Growth
+$25.1M
(+8.7%)
Cap. Flow
+$8.57M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
226
New
37
Increased
91
Reduced
76
Closed
16
Top Buys
| 1 |
iShares Global Financials ETF
IXG
|
$6.18M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$4.77M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$4.74M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$4.51M |
| 5 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$2.66M |
Top Sells
Sector Composition
| 1 | Financials | 5.52% |
| 2 | Technology | 4.38% |
| 3 | Communication Services | 3.28% |
| 4 | Real Estate | 2.25% |
| 5 | Healthcare | 2.23% |
