OMNIA FAMILY WEALTH, LLC
OMNIA FAMILY WEALTH, LLC runs OMNIA FAMILY WEALTH, LLC and currently holds 89 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $317.36M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OMNIA FAMILY WEALTH, LLC ranks #829 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OMNIA FAMILY WEALTH, LLC's portfolio at OMNIA FAMILY WEALTH, LLC has delivered returns of +20.04%. Their 3-year annualized return is +54.08%. Looking at the 5-year horizon, OMNIA FAMILY WEALTH, LLC has achieved +56.16% annualized returns at OMNIA FAMILY WEALTH, LLC.
Portfolio Value
$317.36M
Alpha Score
42.5
#829 of 1000
Holdings
89
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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