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OFW

Omnia Family Wealth Portfolio holdings

AUM $317M
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$1.31M
3
+$1.15M
4
IAU icon
iShares Gold Trust
IAU
+$410K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$382K

Top Sells

1
+$3.07M
2
+$1.65M
3
+$1.03M
4
ONIT
Onity Group
ONIT
+$290K
5
TD icon
Toronto Dominion Bank
TD
+$172K

Sector Composition

1 Financials 4.56%
2 Communication Services 3.17%
3 Technology 2.69%
4 Healthcare 2.14%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
39
552
$1K ﹤0.01%
14
553
$1K ﹤0.01%
18
554
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555
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32
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29
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$1K ﹤0.01%
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558
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559
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25
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9
562
$1K ﹤0.01%
118
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$1K ﹤0.01%
85
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$1K ﹤0.01%
19
565
$1K ﹤0.01%
+79
566
$1K ﹤0.01%
52
567
$1K ﹤0.01%
25
568
$1K ﹤0.01%
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569
$1K ﹤0.01%
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-311
570
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17
571
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23
572
$1K ﹤0.01%
5
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$1K ﹤0.01%
8
574
$1K ﹤0.01%
43
575
$1K ﹤0.01%
36
21 22
23
24 25