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
76
$227K 0.16%
+4,044
77
$220K 0.15%
4,142
+140
78
$220K 0.15%
+960
79
$215K 0.15%
+3,216
80
$210K 0.14%
+1,361
81
$207K 0.14%
+523
82
$202K 0.14%
+1,630
83
$81K 0.06%
14,250
84
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86
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-1,974
87
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88
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90
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91
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92
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93
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94
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95
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96
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97
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100
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