OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
-4.33%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(-8.7%)
Cap. Flow
-$9.57M
Cap. Flow
% of AUM
-4.29%
Top 10 Holdings %
Top 10 Hldgs %
33.72%
Holding
202
New
16
Increased
48
Reduced
101
Closed
20
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.48% |
| 2 | Financials | 5.23% |
| 3 | Energy | 3.3% |
| 4 | Healthcare | 3.17% |
| 5 | Consumer Discretionary | 2.31% |