AOWM

Alpha Omega Wealth Management Portfolio holdings

AUM $601M
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
+14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$616M
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$5.25M
3
+$5.07M
4
COF icon
Capital One
COF
+$4.04M
5
FHI icon
Federated Hermes
FHI
+$3.9M

Top Sells

1
+$3.97M
2
+$577K
3
+$552K
4
GNTX icon
Gentex
GNTX
+$320K
5
VUG icon
Vanguard Growth ETF
VUG
+$288K

Sector Composition

1 Industrials 43.71%
2 Technology 9.47%
3 Financials 8.54%
4 Healthcare 6.8%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
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