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AOWM

Alpha Omega Wealth Management Portfolio holdings

AUM $617M
1-Year Est. Return 16.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.45M
3
+$3.15M
4
MCD icon
McDonald's
MCD
+$3.1M
5
MDLZ icon
Mondelez International
MDLZ
+$3.02M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
+249
202
$1K ﹤0.01%
+8
203
$1K ﹤0.01%
+40
204
$1K ﹤0.01%
+31
205
$1K ﹤0.01%
+45
206
$1K ﹤0.01%
+44
207
$1K ﹤0.01%
+24
208
$1K ﹤0.01%
+23
209
$1K ﹤0.01%
+35
210
$1K ﹤0.01%
+500
211
$1K ﹤0.01%
+40
212
$0 ﹤0.01%
+88
213
$0 ﹤0.01%
+50
214
$0 ﹤0.01%
+1
215
$0 ﹤0.01%
+9
216
$0 ﹤0.01%
+2
217
$0 ﹤0.01%
+23
218
$0 ﹤0.01%
+2
219
$0 ﹤0.01%
+7
220
$0 ﹤0.01%
+2
221
$0 ﹤0.01%
+10
222
$0 ﹤0.01%
+820
223
$0 ﹤0.01%
+9
5 6 7 8
9