OFW
Omnia Family Wealth Portfolio holdings
AUM
$276M
1-Year Est. Return
18.83%
1 Year Est. Return
+18.83%
AUM
$276M
AUM Growth
+$37M
(+15%)
Holding
106
Top Buys
| 1 | +$4.31M | |
| 2 | +$2.49M | |
| 3 | +$1.57M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.31M |
| 5 |
NVIDIA
NVDA
|
+$635K |
Top Sells
| 1 | +$686K | |
| 2 | +$599K | |
| 3 | +$589K | |
| 4 |
iShares Gold Trust
IAU
|
+$457K |
| 5 |
Amgen
AMGN
|
+$239K |
Sector Composition
| 1 | Technology | 10.31% |
| 2 | Financials | 6.71% |
| 3 | Communication Services | 3.85% |
| 4 | Consumer Discretionary | 3.19% |
| 5 | Healthcare | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AKTX
101
Akari Therapeutics
AKTX
$24.1M
| $73.3K | 0.03% |
62,690
-24,938
|
|
||
102
NextPlat
NXPL
$20.4M
| $65K | 0.02% |
90,229
|
|
||
|
103
Amgen
AMGN
$157B
| – | – |
-768
|
|
||
104
SLB Limited
SLB
$53.5B
| – | – |
-5,105
|
|
||
105
Thermo Fisher Scientific
TMO
$216B
| – | – |
-417
|
|
||
106
UnitedHealth
UNH
$328B
| – | – |
-1,125
|
|