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
$151M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$3.17M
3 +$1.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.87M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.85M

Top Sells

1 +$9.79M
2 +$4.02M
3 +$894K
4
SGDM icon
Sprott Gold Miners ETF
SGDM
+$755K
5
SGDJ icon
Sprott Junior Gold Miners ETF
SGDJ
+$608K

Sector Composition

1 Technology 5.13%
2 Financials 3.39%
3 Healthcare 2.93%
4 Consumer Discretionary 2.1%
5 Consumer Staples 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-850
102
-3,526