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
$708M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$7.14M
2 +$4.08M
3 +$3.24M
4
TFC icon
Truist Financial
TFC
+$1.92M
5
ABBV icon
AbbVie
ABBV
+$1.79M

Top Sells

1 +$4.39M
2 +$2.3M
3 +$1.31M
4
CVE icon
Cenovus Energy
CVE
+$1.14M
5
AAPL icon
Apple
AAPL
+$868K

Sector Composition

1 Industrials 50.09%
2 Technology 9.62%
3 Healthcare 6.54%
4 Financials 5.56%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,899
202
-35,993
203
-8,105