AOWM
Alpha Omega Wealth Management Portfolio holdings
AUM
$558M
This Quarter Return
+5.63%
1 Year Return
+15.06%
3 Year Return
+49.24%
5 Year Return
+103.34%
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.84%
Holding
228
New
228
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$11.7M |
| 2 |
Microsoft
MSFT
|
$4.69M |
| 3 |
McDonald's
MCD
|
$3.28M |
| 4 |
Mondelez International
MDLZ
|
$3.02M |
| 5 |
Apple
AAPL
|
$2.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.16% |
| 2 | Consumer Discretionary | 13.58% |
| 3 | Financials | 9.18% |
| 4 | Industrials | 8.33% |
| 5 | Utilities | 8.3% |
