AOWM
Alpha Omega Wealth Management Portfolio holdings
AUM
$601M
1-Year Est. Return
14.59%
1 Year Est. Return
+14.59%
AUM
$558M
AUM Growth
+$35.2M
(+6.7%)
Holding
211
Top Buys
| 1 | +$13.9M | |
| 2 | +$3.19M | |
| 3 | +$1.44M | |
| 4 |
Marriott International
MAR
|
+$1.23M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.11M |
Top Sells
| 1 | +$1.46M | |
| 2 | +$1.33M | |
| 3 | +$1.06M | |
| 4 |
AT&T
T
|
+$833K |
| 5 |
Lowe's Companies
LOW
|
+$784K |
Sector Composition
| 1 | Technology | 16.59% |
| 2 | Financials | 10.79% |
| 3 | Healthcare | 7.98% |
| 4 | Industrials | 6.8% |
| 5 | Energy | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $206K | 0.04% |
2,229
-42
|
|
||
202
Freeport-McMoran
FCX
$57.7B
| $205K | 0.04% |
+4,737
|
|
||
203
Deere & Co
DE
$129B
| $203K | 0.04% |
+400
|
|
||
204
Hanesbrands
HBI
$2.35B
| $180K | 0.03% |
39,241
-14,202
|
|
||
205
BlackRock Floating Rate Income Strategies Fund
FRA
$429M
| $131K | 0.02% |
10,000
|
|
||
206
IAMGOLD
IAG
$7.9B
| $88.2K | 0.02% |
12,000
|
|
||
207
Atlantic Union Bankshares
AUB
$4.63B
| – | – |
-6,494
|
|
||
208
Becton Dickinson
BDX
$55.3B
| – | – |
-984
|
|
||
209
Everest Group
EG
$13.7B
| – | – |
-583
|
|
||
210
International Paper
IP
$19.7B
| – | – |
-3,790
|
|
||
211
United Bankshares
UBSI
$5.12B
| – | – |
-6,608
|
|