OFW
Omnia Family Wealth Portfolio holdings
AUM
$339M
1-Year Est. Return
23.77%
This Fund
S&P 500
1 Year Est. Return
+23.77%
AUM
$206M
AUM Growth
+$4.47M
(+2.2%)
Holding
810
Top Buys
| 1 | +$2.59M | |
| 2 | +$2.59M | |
| 3 | +$2.3M | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$1.39M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$882K |
Top Sells
| 1 | +$7.93M | |
| 2 | +$6.53M | |
| 3 | +$627K | |
| 4 |
Schwab US REIT ETF
SCHH
|
+$518K |
| 5 |
Pediatrix Medical
MD
|
+$452K |
Sector Composition
| 1 | Financials | 4.89% |
| 2 | Communication Services | 3.76% |
| 3 | Technology | 2.38% |
| 4 | Healthcare | 2.3% |
| 5 | Industrials | 2.13% |