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
$110M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.71M
2 +$902K
3 +$404K
4
AAPL icon
Apple
AAPL
+$239K
5
SBUX icon
Starbucks
SBUX
+$215K

Top Sells

1 +$8.82M
2 +$705K
3 +$328K
4
VZ icon
Verizon
VZ
+$281K
5
IAU icon
iShares Gold Trust
IAU
+$224K

Sector Composition

1 Technology 7.33%
2 Communication Services 6.46%
3 Financials 4.73%
4 Consumer Discretionary 4.69%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-408,079