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OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$413M
1-Year Est. Return
19.55%
This Fund
S&P 500
This Quarter
Est. Return
+11.71%
1 Year Est. Return
+19.55%
3 Year Est. Return
+54.89%
5 Year Est. Return
+63.09%
10 Year Est. Return
–
AUM
$121M
AUM Growth
-$98M
(-45%)
Cap. Flow
+$60M
Cap. Flow
% of AUM
49.47%
Top 10 Holdings %
Top 10 Hldgs %
37.33%
Holding
198
New
24
Increased
120
Reduced
1
Closed
53
Top Buys
| 1 |
Stewart Information Services
STC
|
+$8.48M |
| 2 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$4.97M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$3.75M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.3M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.29M |
Top Sells
| 1 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$8.31M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$2.42M |
| 3 |
iShares US Utilities ETF
IDU
|
+$2.25M |
| 4 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$1.31M |
| 5 |
Texas Instruments
TXN
|
+$1.25M |
Sector Composition
| 1 | Financials | 11.72% |
| 2 | Energy | 6.67% |
| 3 | Consumer Staples | 4.79% |
| 4 | Healthcare | 4.11% |
| 5 | Technology | 3.84% |
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