Omnia Family Wealth, LLC
CIK Number: 0001696136
233.34M
Market Value
78
# of Holdings
16 months
Avg. Holding Period
68.18%
Win Rate
6.20%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 299.72 | +0.88% | 270.54K | +2.99% | 76.84M | 206.21 | 32.93% | |
| 2 | Spdr Gold Tr | 255.07 | +0.82% | 65.71K | +0.83% | 15.97M | 164.62 | 6.84% | |
| 3 | Ishares Tr | 100.64 | +0.03% | 153.60K | -23.71% | 15.47M | 100.36 | 6.63% | |
| 4 | Ishares Tr | 73.48 | -0.10% | 158.35K | -0.26% | 12.36M | 61.64 | 5.30% | |
| 5 | Vanguard Tax-Ma... | 49.89 | -0.08% | 228.45K | +1.33% | 12.06M | 43.94 | 5.17% |
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