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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
-13.6%
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
-$360K
(-0.2%)
Cap. Flow
+$32.1M
Cap. Flow
% of AUM
18.12%
Top 10 Holdings %
Top 10 Hldgs %
36.5%
Holding
194
New
52
Increased
65
Reduced
35
Closed
39
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$7.93M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$6.92M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$3.85M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$3.72M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.55M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.66M |
| 3 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$2.49M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.93M |
| 5 |
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
|
+$1.93M |
Sector Composition
| 1 | Financials | 5.14% |
| 2 | Technology | 3.78% |
| 3 | Communication Services | 2.73% |
| 4 | Healthcare | 2.34% |
| 5 | Consumer Discretionary | 1.91% |
Similar funds
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WG
SWC
CW
SP
TCCM
SAM