We are live on
!
Find out more
O3W
Omni 360 Wealth Portfolio holdings
AUM
$216M
1-Year Est. Return
19.47%
This Fund
S&P 500
This Quarter
Est. Return
+6.21%
1 Year Est. Return
+19.47%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$13.9M
(+11%)
Cap. Flow
+$5.69M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
41.35%
Holding
111
New
4
Increased
59
Reduced
36
Closed
2
Top Buys
| 1 |
Vanguard Core Bond ETF
VCRB
|
+$1.26M |
| 2 |
NVIDIA
NVDA
|
+$728K |
| 3 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$476K |
| 4 |
Microsoft
MSFT
|
+$445K |
| 5 |
Apple
AAPL
|
+$425K |
Top Sells
| 1 |
Dimensional International Value ETF
DFIV
|
+$396K |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
+$346K |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$246K |
| 4 |
iShares S&P 100 ETF
OEF
|
+$215K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$180K |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Financials | 1.83% |
| 3 | Consumer Discretionary | 1.71% |
| 4 | Communication Services | 1.06% |
| 5 | Healthcare | 0.97% |
Similar funds
MSS
ONSWM
PP
SIF
CS
MCM
1M
LIWM