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
$8.57B
-5,127
LLY icon
102
Eli Lilly
LLY
$720B
-600
IBDQ icon
103
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
-48,906
FMB icon
104
First Trust Managed Municipal ETF
FMB
$1.92B
-5,085
COST icon
105
Costco
COST
$415B
-213