OPOWM
One Plus One Wealth Management Portfolio holdings
AUM
$183M
This Quarter Return
+4.18%
1 Year Return
+17.8%
3 Year Return
+40%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(-1.3%)
Cap. Flow
-$7.62M
Cap. Flow
% of AUM
-5.4%
Top 10 Holdings %
Top 10 Hldgs %
45.97%
Holding
99
New
9
Increased
28
Reduced
32
Closed
13
Top Buys
| 1 |
Amplify Junior Silver Miners ETF
SILJ
|
$4.72M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$3.96M |
| 3 |
Global X Silver Miners ETF NEW
SIL
|
$2.8M |
| 4 |
Invesco S&P SmallCap Energy ETF
PSCE
|
$1.76M |
| 5 |
Invesco Energy Exploration & Production ETF
PXE
|
$1.24M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$6.31M |
| 2 |
Sprott Junior Gold Miners ETF
SGDJ
|
$6.15M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$4.76M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.17M |
| 5 |
ARK Innovation ETF
ARKK
|
$2.08M |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Healthcare | 2.59% |
| 3 | Financials | 2.43% |
| 4 | Consumer Discretionary | 1.72% |
| 5 | Industrials | 1.61% |
