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
101
– –
-2,915
102
– –
-43,579
103
– –
-20,000
1 2 3 4
5