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
$174M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.65M
3
+$2.45M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.18M
5
DUBS icon
Aptus Large Cap Enhanced Yield ETF
DUBS
+$2.16M

Top Sells

1
+$4.04M
2
+$2.89M
3
+$2.56M
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.37M
5
PSQ icon
ProShares Short QQQ
PSQ
+$1.91M

Sector Composition

1 Technology 3.47%
2 Healthcare 2.93%
3 Financials 2.57%
4 Consumer Discretionary 1.59%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.24%
+73,897
27
$2.1M 1.2%
100,750
+47,155
28
$2.01M 1.15%
36,006
-11
29
$1.91M 1.1%
40,333
-37,211
30
$1.88M 1.08%
48,420
+3,750
31
$1.71M 0.98%
67,209
+3,376
32
$1.55M 0.89%
36,869
-6,664
33
$1.45M 0.83%
7,258
34
$1.35M 0.78%
23,346
+9,713
35
$1.24M 0.71%
7,860
36
$1.16M 0.67%
32,303
-21,936
37
$1.11M 0.64%
35,054
+4,727
38
$1.08M 0.62%
2,828
-39
39
$1.08M 0.62%
8,401
-99
40
$1.03M 0.59%
54,274
+3,483
41
$954K 0.55%
51,884
+41,884
42
$942K 0.54%
37,601
+3,252
43
$904K 0.52%
5,010
-195
44
$895K 0.51%
22,587
-124
45
$876K 0.5%
+9,542
46
$827K 0.47%
25,398
-15,463
47
$795K 0.46%
7,394
48
$785K 0.45%
2,785
-20
49
$749K 0.43%
+16,535
50
$726K 0.42%
36,580
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