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
$145M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$8.49M
3
+$1.94M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$1.66M
5
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$1.41M

Top Sells

1
+$19.8M
2
+$7.22M
3
+$1.08M
4
SLV icon
iShares Silver Trust
SLV
+$578K
5
AAPL icon
Apple
AAPL
+$441K

Sector Composition

1 Technology 5.02%
2 Financials 3.26%
3 Healthcare 3%
4 Consumer Discretionary 2.39%
5 Industrials 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.24%
1,929
52
$349K 0.24%
1,429
53
$332K 0.23%
830
-67
54
$327K 0.23%
6,966
55
$321K 0.22%
5,091
+825
56
$312K 0.22%
2,225
+476
57
$311K 0.21%
2,670
58
$309K 0.21%
5,420
+70
59
$302K 0.21%
5,582
+1,650
60
$299K 0.21%
1,408
61
$288K 0.2%
2,137
+137
62
$283K 0.2%
5,940
+50
63
$274K 0.19%
2,308
64
$270K 0.19%
7,430
65
$268K 0.18%
334
66
$267K 0.18%
7,135
+30
67
$260K 0.18%
218,135
+143,835
68
$255K 0.18%
1,046
+134
69
$255K 0.18%
10,017
70
$249K 0.17%
+1,026
71
$247K 0.17%
1,122
72
$245K 0.17%
850
73
$243K 0.17%
5,041
+212
74
$230K 0.16%
536
-50
75
$227K 0.16%
2,292
1 2
3
4 5