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
$175M
AUM Growth
+$385K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.2M
3
+$9.25M
4
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$4.45M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$934K

Top Sells

1
+$5.19M
2
+$5.15M
3
+$4.39M
4
ECOW icon
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
+$4.08M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.29M

Sector Composition

1 Technology 3.81%
2 Financials 2.47%
3 Healthcare 2.39%
4 Industrials 1.49%
5 Consumer Discretionary 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-108,551
102
– –
-7,394
103
– –
-1,910
104
– –
-7,785
105
– –
-78,476
1 2 3 4
5