AOWM
Alpha Omega Wealth Management Portfolio holdings
AUM
$603M
1-Year Est. Return
16.86%
This Fund
S&P 500
1 Year Est. Return
+16.86%
AUM
$616M
AUM Growth
+$381M
(+162%)
Holding
666
Top Buys
| 1 | +$198M | |
| 2 | +$4.64M | |
| 3 | +$4.17M | |
| 4 |
Federated Hermes
FHI
|
+$3.77M |
| 5 |
Capital One
COF
|
+$3.74M |
Top Sells
| 1 | +$3.97M | |
| 2 | +$552K | |
| 3 | +$483K | |
| 4 |
Gentex
GNTX
|
+$289K |
| 5 |
Vanguard Growth ETF
VUG
|
+$278K |
Sector Composition
| 1 | Industrials | 43.71% |
| 2 | Technology | 9.47% |
| 3 | Financials | 8.54% |
| 4 | Healthcare | 6.8% |
| 5 | Consumer Discretionary | 5.23% |