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
$123M
AUM Growth
-$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.95M
3
+$3.38M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.26M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.69M

Top Sells

1
+$6.74M
2
+$6.57M
3
+$5.43M
4
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$3.43M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.19M

Sector Composition

1 Technology 4.51%
2 Financials 3.15%
3 Healthcare 3.07%
4 Consumer Discretionary 2.05%
5 Energy 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-22,936
102
– –
-755,552
1 2 3 4
5