OFW
Omnia Family Wealth Portfolio holdings
AUM
$308M
1-Year Est. Return
20.86%
1 Year Est. Return
+20.86%
AUM
$308M
AUM Growth
+$32M
(+12%)
Holding
109
Top Buys
| 1 | +$6.09M | |
| 2 | +$2.65M | |
| 3 | +$651K | |
| 4 |
SPDR Gold Trust
GLD
|
+$574K |
| 5 |
UnitedHealth
UNH
|
+$402K |
Top Sells
| 1 | +$451K | |
| 2 | +$361K | |
| 3 | +$263K | |
| 4 |
Accenture
ACN
|
+$253K |
| 5 |
Apple
AAPL
|
+$244K |
Sector Composition
| 1 | Technology | 10.48% |
| 2 | Financials | 6.13% |
| 3 | Communication Services | 3.88% |
| 4 | Consumer Discretionary | 3.22% |
| 5 | Healthcare | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AKTX
101
Akari Therapeutics
AKTX
$13.6M
| $28.7K | 0.01% |
28,440
-34,250
|
|
||
102
Abbott
ABT
$213B
| – | – |
-1,628
|
|
||
|
103
Accenture
ACN
$169B
| – | – |
-847
|
|
||
104
Adobe
ADBE
$144B
| – | – |
-556
|
|
||
105
FedEx
FDX
$67.1B
| – | – |
-916
|
|
||
106
Gilead Sciences
GILD
$151B
| – | – |
-1,813
|
|
||
107
Intuit
INTU
$184B
| – | – |
-278
|
|
||
108
Intuitive Surgical
ISRG
$197B
| – | – |
-395
|
|
||
109
ServiceNow
NOW
$177B
| – | – |
-195
|
|