OPOWM
One Plus One Wealth Management Portfolio holdings
AUM
$183M
This Quarter Return
+1.28%
1 Year Return
+17.8%
3 Year Return
+40%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(-1.9%)
Cap. Flow
-$11.7M
Cap. Flow
% of AUM
-7.63%
Top 10 Holdings %
Top 10 Hldgs %
47.32%
Holding
99
New
8
Increased
14
Reduced
41
Closed
11
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$12.7M |
| 2 |
ProShares Short QQQ
PSQ
|
$12.6M |
| 3 |
First Trust Utilities AlphaDEX Fund
FXU
|
$4.58M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$4.5M |
| 5 |
Amplify Junior Silver Miners ETF
SILJ
|
$2.89M |
Top Sells
| 1 |
Invesco S&P SmallCap Energy ETF
PSCE
|
$8.79M |
| 2 |
SPDR S&P Aerospace & Defense ETF
XAR
|
$7.05M |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
$6.91M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$6.71M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
$3.77M |
Sector Composition
| 1 | Technology | 3.64% |
| 2 | Healthcare | 2.33% |
| 3 | Financials | 1.98% |
| 4 | Consumer Discretionary | 1.59% |
| 5 | Industrials | 1.34% |
