OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$389M
This Quarter Return
+10.17%
1 Year Return
+13.28%
3 Year Return
+51.22%
5 Year Return
+84.76%
10 Year Return
–
AUM
$275M
AUM Growth
+$275M
(+9.2%)
Cap. Flow
+$7.71M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
32.21%
Holding
194
New
27
Increased
77
Reduced
72
Closed
11
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$9.89M |
| 2 |
iShares US Healthcare ETF
IYH
|
$6.8M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$6.5M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$4.49M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.74M |
Sector Composition
| 1 | Financials | 5.77% |
| 2 | Technology | 3.6% |
| 3 | Communication Services | 2.57% |
| 4 | Healthcare | 2.19% |
| 5 | Real Estate | 1.98% |
