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OPOWM
One Plus One Wealth Management Portfolio holdings
AUM
$232M
1-Year Est. Return
28.06%
This Fund
S&P 500
This Quarter
Est. Return
-0.63%
1 Year Est. Return
+28.06%
3 Year Est. Return
+69.23%
5 Year Est. Return
+59.54%
10 Year Est. Return
–
AUM
$232M
AUM Growth
-$5.36M
(-2.3%)
Cap. Flow
+$3.39M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
45.28%
Holding
100
New
11
Increased
24
Reduced
35
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 3.79% |
| 2 | Technology | 3.45% |
| 3 | Financials | 1.51% |
| 4 | Industrials | 1.3% |
| 5 | Consumer Discretionary | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.46T
| $1.01M | 0.44% |
+2,400
| New | +$955K |
|
52
Raymond James Financial
RJF
$33B
| $972K | 0.42% |
6,394
-56
| -0.9% | -$8.5K |
|
|
53
PUT
Raymond James Financial
RJF
$33B
| $912K | 0.39% |
+6,000
| New | +$911K |
|
54
Alphabet (Google) Class C
GOOG
$4.52T
| $857K | 0.37% |
2,426
-264
| -10% | -$94.4K |
|
|
UPSD
55
Aptus Large Cap Upside ETF
UPSD
$115M
| $841K | 0.36% |
29,838
+802
| +3% | +$22K |
|
56
Kratos Defense & Security Solutions
KTOS
$8.86B
| $821K | 0.35% |
16,471
| – | – |
|
57
Distillate US Fundamental Stability & Value ETF
DSTL
$1.94B
| $785K | 0.34% |
13,099
+1,260
| +11% | +$74.6K |
|
58
Occidental Petroleum
OXY
$53.7B
| $782K | 0.34% |
16,106
| – | – |
|
59
Quanta Services
PWR
$94.1B
| $781K | 0.34% |
1,085
| – | – |
|
60
Microsoft
MSFT
$2.98T
| $763K | 0.33% |
2,044
+27
| +1% | +$10.9K |
|
61
Alpha Architect High Inflation and Deflation ETF
HIDE
$146M
| $690K | 0.3% |
28,873
-1,631
| -5% | -$39.6K |
|
62
Altria Group
MO
$121B
| $655K | 0.28% |
9,099
-79
| -0.9% | -$5.51K |
|
63
Home Depot
HD
$347B
| $615K | 0.27% |
1,743
-248
| -12% | -$80.7K |
|
64
Broadcom
AVGO
$1.81T
| $552K | 0.24% |
1,462
| – | – |
|
65
ExxonMobil
XOM
$606B
| $522K | 0.23% |
3,821
| – | – |
|
66
Diamondback Energy
FANG
$53.7B
| $508K | 0.22% |
2,890
| – | – |
|
67
RTX Corp
RTX
$260B
| $507K | 0.22% |
2,670
| – | – |
|
68
Philip Morris
PM
$290B
| $497K | 0.21% |
2,749
+457
| +20% | +$79.3K |
|
|
69
Alphabet (Google) Class A
GOOGL
$4.53T
| $484K | 0.21% |
1,355
+147
| +12% | +$52.9K |
|
70
NextEra Energy
NEE
$185B
| $484K | 0.21% |
5,514
-168
| -3% | -$15.2K |
|
71
Range Resources
RRC
$8.52B
| $475K | 0.2% |
12,769
+118
| +0.9% | +$4.79K |
|
|
SCZM
72
Santacruz Silver Mining Ltd
SCZM
$556M
| $456K | 0.2% |
70,203
-9,800
| -12% | -$78.2K |
|
73
First Trust Short Duration Managed Municipal ETF
FSMB
$623M
| $422K | 0.18% |
21,119
| – | – |
|
74
Newmont
NEM
$97.5B
| $402K | 0.17% |
4,308
| – | – |
|
75
Visa
V
$687B
| $386K | 0.17% |
1,126
+60
| +6% | +$19.3K |
|
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