OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$401M
1-Year Est. Return
15.49%
This Fund
S&P 500
1 Year Est. Return
+15.49%
AUM
$299M
AUM Growth
-$41.4M
(-12%)
Holding
227
Top Buys
| 1 | +$6.37M | |
| 2 | +$1.78M | |
| 3 | +$1.48M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.46M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$1.45M |
Top Sells
| 1 | +$8.9M | |
| 2 | +$7.41M | |
| 3 | +$2.8M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.51M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.97M |
Sector Composition
| 1 | Technology | 5.7% |
| 2 | Financials | 5.41% |
| 3 | Energy | 2.5% |
| 4 | Healthcare | 2.5% |
| 5 | Consumer Discretionary | 1.89% |