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OPOWM

One Plus One Wealth Management Portfolio holdings

AUM $237M
1-Year Est. Return 42.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.56M
3
+$3.43M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$578K

Top Sells

1
+$6.64M
2
+$3.85M
3
+$1.75M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$758K
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$419K

Sector Composition

1 Technology 4.14%
2 Financials 2.81%
3 Healthcare 2.74%
4 Consumer Discretionary 1.4%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.13%
94,193
-1,376
27
$1.87M 1.1%
40,110
+1,318
28
$1.7M 1%
35,204
29
$1.49M 0.88%
6,806
+1,766
30
$1.36M 0.8%
36,771
+1,461
31
$1.36M 0.8%
42,744
+740
32
$1.35M 0.79%
3,203
33
$1.34M 0.79%
34,817
+8,960
34
$1.25M 0.74%
25,210
+134
35
$1.25M 0.73%
29,188
-784
36
$1.24M 0.73%
36,526
+940
37
$1.22M 0.72%
65,925
-3,789
38
$1.22M 0.72%
28,561
+736
39
$1.22M 0.72%
7,857
+1
40
$1.19M 0.7%
37,541
41
$985K 0.58%
25,862
+7,383
42
$979K 0.57%
4,222
+85
43
$958K 0.56%
+10,968
44
$927K 0.54%
6,412
-16
45
$890K 0.52%
2,288
-41
46
$823K 0.48%
18,340
+704
47
$759K 0.45%
30,306
-3,761
48
$732K 0.43%
32,872
+6,017
49
$713K 0.42%
4,351
50
$709K 0.42%
3,868
+260
1
2
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