OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
1-Year Return
13.28%
This Quarter Return
+9.17%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$389M
AUM Growth
+$29.4M
(+8.2%)
Cap. Flow
+$2.4M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
38.18%
Holding
285
New
23
Increased
74
Reduced
130
Closed
16
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.8M |
| 2 |
iShares US Insurance ETF
IAK
|
$1.57M |
| 3 |
PIMCO Ultra Short Government Active ETF
BILZ
|
$1.3M |
| 4 |
iShares US Financials ETF
IYF
|
$1.25M |
| 5 |
AllianzIM US Large Cap 6 Month Buffer10 Mar/Sep ETF
SIXP
|
$1.03M |
Top Sells
Sector Composition
| 1 | Technology | 9.62% |
| 2 | Financials | 4.87% |
| 3 | Industrials | 2.7% |
| 4 | Healthcare | 2.34% |
| 5 | Energy | 1.81% |
