OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
-0.05%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(-2.2%)
Cap. Flow
+$1.86M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
29.49%
Holding
228
New
18
Increased
101
Reduced
82
Closed
17
Top Buys
| 1 |
iShares Global Tech ETF
IXN
|
$6.45M |
| 2 |
iShares US Medical Devices ETF
IHI
|
$5.09M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.91M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$1.49M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.04M |
Top Sells
Sector Composition
| 1 | Financials | 5.8% |
| 2 | Technology | 4.89% |
| 3 | Healthcare | 2.29% |
| 4 | Real Estate | 2.06% |
| 5 | Communication Services | 2.02% |
