OWA
Outlook Wealth Advisors Portfolio holdings
AUM
$442M
1-Year Est. Return
16.25%
This Fund
S&P 500
1 Year Est. Return
+16.25%
AUM
$306M
AUM Growth
-$6.95M
(-2.2%)
Holding
228
Top Buys
| 1 | +$3M | |
| 2 | +$2.2M | |
| 3 | +$2.2M | |
| 4 |
HDV
iShares Core High Dividend ETF
HDV
|
+$1.53M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.07M |
Top Sells
| 1 | +$5.19M | |
| 2 | +$3.92M | |
| 3 | +$2.31M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.56M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.29M |
Sector Composition
| 1 | Financials | 5.8% |
| 2 | Technology | 4.89% |
| 3 | Healthcare | 2.29% |
| 4 | Communication Services | 2.02% |
| 5 | Consumer Discretionary | 1.92% |