Portfolio (Quarterly)
Guide ↗
Outlook Wealth Advisors, LLC
· CIK 0001767151| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IYH | ISHARES TR | — | 3,251 | $212K | 0.05% | SOLD |
| 22 | PGR | PROGRESSIVE CORP | Financial Services | 927 | $211K | 0.05% | SOLD |
| 23 | ROE | EA SERIES TRUST | — | 5,888 | $208K | 0.05% | SOLD |
| 24 | NVG | NUVEEN AMT FREE MUN CR INC F | Financial Services | 10,173 | $129K | 0.03% | SOLD |
| 25 | PACB | PACIFIC BIOSCIENCES CALIF IN | Healthcare | 18,000 | $34K | 0.01% | SOLD |
Sector Allocation
Technology
30.7%
Financial Services
26.2%
Energy
10.5%
Industrials
8.1%
Healthcare
6.0%
Communication Services
4.9%
Consumer Cyclical
4.0%
Consumer Defensive
3.6%
Real Estate
3.0%
Utilities
1.6%