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
$213M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.55%
2 Financials 5.47%
3 Communication Services 2.77%
4 Consumer Discretionary 2.74%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,870
77
-13,077