WPWM
OAKM

Western Pacific Wealth Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Western Pacific Wealth Management’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.56M Buy
138,666
+15,883
+13% +$408K 3.42% 11
2025
Q1 		$3M Buy
122,783
+95,657
+353% +$2.34M 2.71% 12
2024
Q4 		$638K Buy
+27,126
New +$638K 0.51% 17