OPOWM
One Plus One Wealth Management Portfolio holdings
AUM
$183M
This Quarter Return
+4.92%
1 Year Return
+17.8%
3 Year Return
+40%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+6%)
Cap. Flow
+$3.5M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
40.72%
Holding
106
New
14
Increased
23
Reduced
34
Closed
7
Top Buys
| 1 |
SPDR S&P Oil & Gas Equipment & Services ETF
XES
|
$4.74M |
| 2 |
Amplify Junior Silver Miners ETF
SILJ
|
$2.65M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$2.45M |
| 4 |
ProShares Short Russell2000
RWM
|
$2.18M |
| 5 |
Aptus Large Cap Enhanced Yield ETF
DUBS
|
$2.16M |
Top Sells
| 1 |
iShares Global Energy ETF
IXC
|
$4.04M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.89M |
| 3 |
Global X Silver Miners ETF NEW
SIL
|
$2.56M |
| 4 |
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
|
$2.37M |
| 5 |
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% |
