OPOWM
One Plus One Wealth Management Portfolio holdings
AUM
$183M
This Quarter Return
-14.53%
1 Year Return
+17.8%
3 Year Return
+40%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-13%)
Cap. Flow
+$2.92M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
46.03%
Holding
109
New
18
Increased
25
Reduced
26
Closed
18
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$3.17M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$3M |
| 3 |
VanEck Junior Gold Miners ETF
GDXJ
|
$1.97M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.96M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.87M |
Sector Composition
| 1 | Technology | 4.35% |
| 2 | Healthcare | 3.41% |
| 3 | Financials | 2.97% |
| 4 | Consumer Discretionary | 2.04% |
| 5 | Consumer Staples | 1.63% |
