Omnia Family Wealth, LLC
CIK Number: 0001696136
239.08M
Market Value
85
# of Holdings
16 months
Avg. Holding Period
41.18%
Win Rate
22.42%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 293.52 | +0.05% | 318.99K | +17.91% | 92.45M | 218.91 | 36.68% |
| 2 | GLD | SPDR Gold Share... | 310.89 | +0.64% | 66.98K | +1.94% | 16.22M | 166.1 | 6.44% |
| 3 | SGOV | iShares 0-3 Mon... | 100.40 | +0.01% | 153.04K | -0.36% | 15.35M | 100.36 | 6.09% |
| 4 | VEA | Vanguard Develo... | 56.10 | +0.52% | 249.68K | +9.29% | 11.94M | 44.27 | 4.74% |
| 5 | IEFA | iShares Core MS... | 83.25 | +0.53% | 157.03K | -0.83% | 11.04M | 61.64 | 4.38% |
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