OFW

Omnia Family Wealth Portfolio holdings

AUM $276M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$8.89M
2 +$1.12M
3 +$1.01M
4
AKTX
Akari Therapeutics
AKTX
+$452K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$268K

Top Sells

1 +$8.03M
2 +$1.53M
3 +$1.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$954K
5
BAC icon
Bank of America
BAC
+$737K

Sector Composition

1 Technology 7.89%
2 Communication Services 5.64%
3 Consumer Discretionary 3.9%
4 Healthcare 3.68%
5 Consumer Staples 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,082
77
-2,251
78
-5,743