OPOWM

One Plus One Wealth Management Portfolio holdings

AUM $206M
1-Year Est. Return 29.57%
This Quarter Est. Return
1 Year Est. Return
+29.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$8.49M
3
+$1.94M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$1.66M
5
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$1.41M

Top Sells

1
+$19.8M
2
+$7.22M
3
+$1.08M
4
SLV icon
iShares Silver Trust
SLV
+$578K
5
AAPL icon
Apple
AAPL
+$441K

Sector Composition

1 Technology 5.02%
2 Financials 3.26%
3 Healthcare 3%
4 Consumer Discretionary 2.39%
5 Industrials 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.94%
4,252
+811
27
$1.24M 0.85%
+44,729
28
$1.15M 0.79%
13,253
-288
29
$1.07M 0.74%
14,561
+1,325
30
$985K 0.68%
30,168
+16,340
31
$792K 0.55%
3,386
-1,183
32
$685K 0.47%
6,720
+1,470
33
$664K 0.46%
2,873
-20
34
$647K 0.45%
1,860
-1,060
35
$570K 0.39%
20,000
36
$555K 0.38%
1,958
37
$537K 0.37%
3,623
38
$505K 0.35%
4,481
39
$505K 0.35%
9,991
+4,645
40
$470K 0.32%
1,946
41
$466K 0.32%
4,020
42
$451K 0.31%
5,290
+600
43
$416K 0.29%
2,805
+250
44
$413K 0.28%
3,380
45
$407K 0.28%
1,280
46
$397K 0.27%
5,108
-2,504
47
$383K 0.26%
1,764
48
$380K 0.26%
2,914
49
$380K 0.26%
2,300
50
$378K 0.26%
3,020
-1,440
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