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
$175M
AUM Growth
+$385K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.2M
3
+$9.25M
4
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$4.45M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$934K

Top Sells

1
+$5.19M
2
+$5.15M
3
+$4.39M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$4.08M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.29M

Sector Composition

1 Technology 3.81%
2 Financials 2.47%
3 Healthcare 2.39%
4 Industrials 1.49%
5 Consumer Discretionary 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.99%
3,867
-2,023
27
$1.68M 0.96%
38,303
+1,434
28
$1.66M 0.95%
69,389
+2,180
29
$1.4M 0.8%
25,026
+1,680
30
$1.38M 0.79%
15,117
-48,134
31
$1.31M 0.75%
42,159
-51,714
32
$1.21M 0.69%
26,446
-13,887
33
$1.2M 0.69%
35,503
+449
34
$1.19M 0.68%
34,613
+2,310
35
$1.19M 0.68%
28,302
-20,118
36
$1.04M 0.59%
51,884
37
$1.01M 0.58%
6,907
-953
38
$1M 0.58%
8,129
-272
39
$1M 0.57%
25,912
+3,325
40
$981K 0.56%
5,075
+65
41
$957K 0.55%
51,691
-2,583
42
$945K 0.54%
37,601
43
$862K 0.49%
2,504
-324
44
$815K 0.47%
900
45
$768K 0.44%
17,098
+563
46
$751K 0.43%
+32,355
47
$749K 0.43%
3,741
+518
48
$714K 0.41%
36,113
-467
49
$687K 0.39%
4,280
+670
50
$684K 0.39%
3,730
+770
1
2
3 4 5