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
$174M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.74M
2 +$2.65M
3 +$2.45M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.18M
5
DUBS icon
Aptus Large Cap Enhanced Yield ETF
DUBS
+$2.16M

Sector Composition

1 Technology 3.47%
2 Healthcare 2.93%
3 Financials 2.57%
4 Consumer Discretionary 1.59%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,128
102
0
103
-52,520
104
-4,597
105
-103,180
106
-4,125