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
$175M
AUM Growth
+$385K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.2M
3
+$9.25M
4
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$4.45M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$934K

Top Sells

1
+$5.19M
2
+$5.15M
3
+$4.39M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$4.08M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.29M

Sector Composition

1 Technology 3.81%
2 Financials 2.47%
3 Healthcare 2.39%
4 Industrials 1.49%
5 Consumer Discretionary 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.39%
+27,467
52
$664K 0.38%
20,303
-5,095
53
$647K 0.37%
3,326
+644
54
$642K 0.37%
1,260
+624
55
$626K 0.36%
5,441
+1
56
$571K 0.33%
24,882
-1,258
57
$549K 0.31%
1,011
+244
58
$536K 0.31%
10,498
+947
59
$511K 0.29%
7,211
-3,275
60
$452K 0.26%
3,655
61
$446K 0.26%
4,443
62
$439K 0.25%
21,885
-1,762
63
$424K 0.24%
840
+24
64
$406K 0.23%
1,052
-20
65
$403K 0.23%
1,537
+276
66
$393K 0.23%
1,196
-45
67
$372K 0.21%
2,255
-200
68
$366K 0.21%
1,168
+4
69
$362K 0.21%
4,599
-994
70
$351K 0.2%
413
71
$311K 0.18%
+1,800
72
$288K 0.17%
1,681
-2,100
73
$285K 0.16%
701
74
$282K 0.16%
4,432
75
$272K 0.16%
1,702
-15
1 2
3
4 5