AOWM

Alpha Omega Wealth Management Portfolio holdings

AUM $558M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$3.25M
3
+$2.93M
4
CSCO icon
Cisco
CSCO
+$2.91M
5
STZ icon
Constellation Brands
STZ
+$1.24M

Top Sells

1
+$2.98M
2
+$2.2M
3
+$1.97M
4
RF icon
Regions Financial
RF
+$1.92M
5
AAPL icon
Apple
AAPL
+$1.3M

Sector Composition

1 Industrials 48.22%
2 Technology 9.6%
3 Healthcare 7.13%
4 Financials 6.45%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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