OPOWM
One Plus One Wealth Management Portfolio holdings
AUM
$217M
1-Year Est. Return
42.8%
This Fund
S&P 500
1 Year Est. Return
+42.8%
AUM
$206M
AUM Growth
+$22.3M
(+12%)
Holding
105
Top Buys
| 1 | +$11.8M | |
| 2 | +$4.59M | |
| 3 | +$3.89M | |
| 4 |
Kratos Defense & Security Solutions
KTOS
|
+$2.98M |
| 5 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
+$2.76M |
Top Sells
| 1 | +$13.8M | |
| 2 | +$2.49M | |
| 3 | +$2.21M | |
| 4 |
ProShares Short Russell2000
RWM
|
+$2.05M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Range Resources
RRC
$10.1B
| – | – |
-5,127
|
|
||
102
Stryker
SYK
$133B
| – | – |
-522
|
|
||
103
iShares 20+ Year Treasury Bond ETF
TLT
$44.2B
| – | – |
-7,046
|
|
||
104
UnitedHealth
UNH
$260B
| – | – |
-1,104
|
|
||
105
Vanguard Long-Term Treasury ETF
VGLT
$10.8B
| – | – |
-245,276
|
|