OPOWM

One Plus One Wealth Management Portfolio holdings

AUM $217M
1-Year Est. Return 42.8%
This Quarter Est. Return
1 Year Est. Return
+42.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$13.8M
2 +$2.91M
3 +$2.39M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.93M
5
URA icon
Global X Uranium ETF
URA
+$1.74M

Sector Composition

1 Technology 3.66%
2 Industrials 3.03%
3 Healthcare 2.87%
4 Financials 2.57%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FMB icon
101
First Trust Managed Municipal ETF
FMB
$1.97B
-5,085
IBDQ
102
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
-48,906
LLY icon
103
Eli Lilly
LLY
$929B
-600
RRC icon
104
Range Resources
RRC
$8.15B
-5,127
SYK icon
105
Stryker
SYK
$139B
-522