OPOWM
One Plus One Wealth Management Portfolio holdings
AUM $183M
1-Year Return
17.8%
This Quarter Return
+5.47%
1 Year Return
+17.8%
3 Year Return
+40%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$13.3M
(+7.8%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
46.97%
Holding
97
New
5
Increased
40
Reduced
37
Closed
7
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
+$4.59M |
| 2 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
+$2M |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$1.61M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$1.05M |
| 5 |
Global X Silver Miners ETF NEW
SIL
|
+$1.03M |
Top Sells
| 1 |
ProShares Short Russell2000
RWM
|
+$3.76M |
| 2 |
Sprott Junior Gold Miners ETF
SGDJ
|
+$1.55M |
| 3 |
ProShares Short S&P500
SH
|
+$1.11M |
| 4 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
+$481K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$396K |
Sector Composition
| 1 | Technology | 3.55% |
| 2 | Healthcare | 2.68% |
| 3 | Financials | 2.64% |
| 4 | Consumer Discretionary | 1.14% |
| 5 | Industrials | 0.96% |
