OPOWM
One Plus One Wealth Management Portfolio holdings
AUM
$183M
This Quarter Return
+1.91%
1 Year Return
+17.8%
3 Year Return
+40%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+4.2%)
Cap. Flow
+$2.12M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
48.7%
Holding
102
New
6
Increased
29
Reduced
31
Closed
12
Top Buys
| 1 |
VanEck Junior Gold Miners ETF
GDXJ
|
$4.85M |
| 2 |
SPDR Gold Trust
GLD
|
$3.17M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.96M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.87M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.85M |
Top Sells
| 1 |
DUDE
Merlyn.AI SectorSurfer Momentum ETF
DUDE
|
$9.79M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$4.02M |
| 3 |
Aptus International Enhanced Yield ETF
IDUB
|
$894K |
| 4 |
Sprott Gold Miners ETF
SGDM
|
$755K |
| 5 |
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% |