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
$174M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.65M
3
+$2.45M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.18M
5
DUBS icon
Aptus Large Cap Enhanced Yield ETF
DUBS
+$2.16M

Top Sells

1
+$4.04M
2
+$2.89M
3
+$2.56M
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.37M
5
PSQ icon
ProShares Short QQQ
PSQ
+$1.91M

Sector Composition

1 Technology 3.47%
2 Healthcare 2.93%
3 Financials 2.57%
4 Consumer Discretionary 1.59%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$700K 0.4%
900
52
$689K 0.39%
3,781
-500
53
$670K 0.38%
10,486
-1,330
54
$639K 0.37%
+3,223
55
$632K 0.36%
5,440
56
$605K 0.35%
26,140
+1,679
57
$530K 0.3%
+2,682
58
$524K 0.3%
2,300
59
$508K 0.29%
35,291
+33,624
60
$493K 0.28%
5,593
-50
61
$492K 0.28%
+767
62
$491K 0.28%
9,551
63
$490K 0.28%
22,029
64
$482K 0.28%
3,655
65
$478K 0.27%
3,610
-790
66
$474K 0.27%
23,647
-747
67
$457K 0.26%
4,020
68
$451K 0.26%
2,960
69
$433K 0.25%
4,443
-80
70
$430K 0.25%
2,455
-350
71
$396K 0.23%
816
72
$394K 0.23%
7,785
73
$381K 0.22%
1,072
-60
74
$373K 0.21%
1,241
-110
75
$364K 0.21%
1,164
-244
1 2
3
4 5