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AOWM

Alpha Omega Wealth Management Portfolio holdings

AUM $657M
1-Year Est. Return 22.33%
This Fund
S&P 500
This Quarter Est. Return
+4.46%
1 Year Est. Return
+22.33%
3 Year Est. Return
+60.73%
5 Year Est. Return
+79.34%
10 Year Est. Return
+358.6%
AUM
$189M
AUM Growth
+$63.5M
Cap. Flow
+$57.7M
Cap. Flow %
30.49%
Top 10 Hldgs %
25.1%
Holding
473
New
247
Increased
111
Reduced
24
Closed
14

Sector Composition

Rank Sector Weight
1 Technology 19.8%
2 Industrials 10.7%
3 Consumer Discretionary 10.48%
4 Healthcare 9.06%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
USA icon
351
Liberty All-Star Equity Fund
USA
$1.79B
$8K ﹤0.01%
+1,454
New +$7.38K
VBR icon
352
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$8K ﹤0.01%
+70
New +$8.03K
VTV icon
353
Vanguard Morningstar Value ETF
VTV
$188B
$8K ﹤0.01%
+90
New +$8.06K
YUMC icon
354
Yum China
YUMC
$16.5B
$8K ﹤0.01%
+300
New +$8.16K
KTWO
355
DELISTED
K2M Group Holdings, Inc
KTWO
$8K ﹤0.01%
387
-581
-60% -$11K
CPT icon
356
Camden Property Trust
CPT
$11B
$7K ﹤0.01%
+80
New +$6.36K
EWA icon
357
iShares MSCI Australia ETF
EWA
$1.39B
$7K ﹤0.01%
369
EWW icon
358
iShares MSCI Mexico ETF
EWW
$1.92B
$7K ﹤0.01%
149
GNTX icon
359
Gentex
GNTX
$4.97B
$7K ﹤0.01%
+370
New +$6.74K
HACK icon
360
Amplify Cybersecurity ETF
HACK
$2.68B
$7K ﹤0.01%
250
INDY icon
361
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$7K ﹤0.01%
256
LH icon
362
Labcorp
LH
$25B
$7K ﹤0.01%
+64
New +$7.11K
USB icon
363
US Bancorp
USB
$98.2B
$7K ﹤0.01%
+145
New +$6.89K
GRA
364
DELISTED
W.R. Grace & Co.
GRA
$7K ﹤0.01%
+100
New +$6.83K
BNDX icon
365
Vanguard Total International Bond ETF
BNDX
$81.9B
$6K ﹤0.01%
+110
New +$6.03K
GXC icon
366
State Street SPDR S&P China ETF
GXC
$462M
$6K ﹤0.01%
80
HPF
367
John Hancock Preferred Income Fund II
HPF
$343M
$6K ﹤0.01%
300
ICE icon
368
Intercontinental Exchange
ICE
$85.6B
$6K ﹤0.01%
+100
New +$5.54K
IEI icon
369
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$6K ﹤0.01%
52
IJT icon
370
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
$6K ﹤0.01%
+80
New +$5.64K
PAG icon
371
Penske Automotive Group
PAG
$14.3B
$6K ﹤0.01%
125
SHV icon
372
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$6K ﹤0.01%
58
CDK
373
DELISTED
CDK Global, Inc.
CDK
$6K ﹤0.01%
+103
New +$5.89K
LM
374
DELISTED
Legg Mason, Inc.
LM
$6K ﹤0.01%
+200
New +$6.28K
SHPG
375
DELISTED
Shire pic
SHPG
$6K ﹤0.01%
+37
New +$6.56K

Similar funds

Alpha Omega Wealth Management's Q4 2016 Portfolio in Review

As of Q4 2016, Alpha Omega Wealth Management held 473 positions worth $189M, up 51% from $126M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Alpha Omega Wealth Management deployed $57.7M of net new capital in Q4 2016, opening 247 new positions and adding to 111 existing holdings. Its largest new stake was Schwab US Broad Market ETF: 391,818 shares worth $3.54M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was GNC Holdings, Inc., an estimated $1.23M trimmed.

  • Alpha Omega Wealth Management's largest Q4 2016 buy was Schwab US Broad Market ETF: 391,818 shares worth $3.54M.
  • Alpha Omega Wealth Management added most to Schwab US Dividend Equity ETF in Q4 2016, an estimated $2.33M increase.
  • Alpha Omega Wealth Management's biggest Q4 2016 reduction was GNC Holdings, Inc., cutting an estimated $1.23M.
  • Alpha Omega Wealth Management fully exited PIEDMONT NATURAL GAS CO INC(NC in Q4 2016, selling an estimated $390K.
  • Alpha Omega Wealth Management's ten largest holdings make up 25% of its $189M portfolio in Q4 2016.
  • Alpha Omega Wealth Management opened 247 new positions and closed 14 in Q4 2016.
  • Alpha Omega Wealth Management's portfolio value rose 51% quarter-over-quarter to $189M.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.