We are live on
!
Find out more
OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$413M
1-Year Est. Return
19.55%
This Fund
S&P 500
This Quarter
Est. Return
+6.96%
1 Year Est. Return
+19.55%
3 Year Est. Return
+54.89%
5 Year Est. Return
+63.09%
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$9.59M
(+5.7%)
Cap. Flow
-$1.16M
Cap. Flow
% of AUM
-0.65%
Top 10 Holdings %
Top 10 Hldgs %
43.15%
Holding
175
New
12
Increased
56
Reduced
69
Closed
33
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$4.18M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.79M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.74M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.63M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.3M |
Top Sells
| 1 |
Chevron
CVX
|
+$3.08M |
| 2 |
ExxonMobil
XOM
|
+$1.77M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.69M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.43M |
| 5 |
Texas Instruments
TXN
|
+$1.27M |
Sector Composition
| 1 | Financials | 8.2% |
| 2 | Technology | 3.56% |
| 3 | Communication Services | 2.85% |
| 4 | Healthcare | 2.56% |
| 5 | Consumer Discretionary | 1.61% |
Similar funds
LCM
WG
SWC
CW
SP
TCCM
SAM
MIA