OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
-2.15%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$262M
AUM Growth
+$262M
(-1%)
Cap. Flow
+$4M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
32.58%
Holding
216
New
19
Increased
105
Reduced
49
Closed
17
Top Buys
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.71M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.83M |
| 3 |
Innovator US Equity Ultra Buffer ETF September
USEP
|
$1.05M |
| 4 |
W.W. Grainger
GWW
|
$1.02M |
| 5 |
Analog Devices
ADI
|
$868K |
Sector Composition
| 1 | Technology | 7.36% |
| 2 | Financials | 4.78% |
| 3 | Energy | 3.91% |
| 4 | Healthcare | 3.16% |
| 5 | Consumer Discretionary | 2.02% |
