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
$206M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$13.8M
2 +$2.91M
3 +$2.39M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.93M
5
URA icon
Global X Uranium ETF
URA
+$1.74M

Sector Composition

1 Technology 3.66%
2 Industrials 3.03%
3 Healthcare 2.87%
4 Financials 2.57%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RRC icon
101
Range Resources
RRC
$9.3B
-5,127
SYK icon
102
Stryker
SYK
$142B
-522
TLT icon
103
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
-7,046
UNH icon
104
UnitedHealth
UNH
$293B
-1,104
VGLT icon
105
Vanguard Long-Term Treasury ETF
VGLT
$9.84B
-245,276