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
$264M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.31M
3
+$5.67M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.07M

Top Sells

1
+$7.05M
2
+$4.39M
3
+$3.2M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.21M
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$2.03M

Sector Composition

1 Technology 7.27%
2 Financials 4.56%
3 Energy 3.49%
4 Healthcare 2.95%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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