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OFW
Omnia Family Wealth Portfolio holdings
AUM
$317M
1-Year Est. Return
24.26%
This Fund
S&P 500
1 Year Est. Return
+24.26%
AUM
$198M
AUM Growth
-$4.6M
(-2.3%)
Holding
601
Top Buys
| 1 | +$845K | |
| 2 | +$605K | |
| 3 | +$376K | |
| 4 |
SVC
Service Properties Trust
SVC
|
+$158K |
| 5 |
CBRE Group
CBRE
|
+$95.4K |
Top Sells
| 1 | +$516K | |
| 2 | +$247K | |
| 3 | +$223K | |
| 4 |
SLB Ltd
SLB
|
+$208K |
| 5 |
Dominion Energy
D
|
+$203K |
Sector Composition
| 1 | Financials | 4.67% |
| 2 | Communication Services | 3.15% |
| 3 | Technology | 2.84% |
| 4 | Consumer Staples | 1.74% |
| 5 | Healthcare | 1.61% |