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
$123M
AUM Growth
-$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.95M
3
+$3.38M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.26M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.69M

Top Sells

1
+$6.74M
2
+$6.57M
3
+$5.43M
4
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$3.43M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.19M

Sector Composition

1 Technology 4.51%
2 Financials 3.15%
3 Healthcare 3.07%
4 Consumer Discretionary 2.05%
5 Energy 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.35%
8,513
-1,935
52
$389K 0.32%
4,020
53
$377K 0.31%
5,643
54
$363K 0.3%
2,041
-125
55
$324K 0.26%
2,599
56
$321K 0.26%
3,340
-120
57
$313K 0.25%
5,582
58
$310K 0.25%
2,300
59
$310K 0.25%
960
60
$305K 0.25%
12,365
+2,645
61
$304K 0.25%
15,325
62
$297K 0.24%
2,772
63
$284K 0.23%
2,252
64
$281K 0.23%
236,512
65
$275K 0.22%
3,850
66
$271K 0.22%
2,584
+1
67
$265K 0.22%
1,185
-127
68
$264K 0.21%
2,760
-360
69
$264K 0.21%
+5,016
70
$260K 0.21%
6,202
+89
71
$258K 0.21%
5,820
-170
72
$255K 0.21%
+955
73
$234K 0.19%
+5,693
74
$233K 0.19%
1,197
75
$232K 0.19%
+8,754
1 2
3
4 5