O3W
Omni 360 Wealth Portfolio holdings
AUM
$203M
This Quarter Return
+9.83%
1 Year Return
+15.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.05%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.9% |
| 2 | Consumer Discretionary | 1.88% |
| 3 | Financials | 1.63% |
| 4 | Healthcare | 0.91% |
| 5 | Communication Services | 0.82% |
