OWG
Oxford Wealth Group Portfolio holdings
AUM
$155M
1-Year Est. Return
28.11%
This Fund
S&P 500
1 Year Est. Return
+28.11%
AUM
$155M
AUM Growth
+$31.8M
(+26%)
Holding
62
Top Buys
| 1 | +$8.8M | |
| 2 | +$8.52M | |
| 3 | +$6.43M | |
| 4 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$5.94M |
| 5 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$3.42M |
Top Sells
| 1 | +$2.81M | |
| 2 | +$1.49M | |
| 3 | +$395K | |
| 4 |
T-Mobile US
TMUS
|
+$380K |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$309K |
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Healthcare | 6.66% |
| 3 | Communication Services | 6.34% |
| 4 | Consumer Discretionary | 5% |
| 5 | Financials | 3.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
DraftKings
DKNG
$13.7B
| $311K | 0.2% |
8,368
+80
|
|
||
52
Cloudflare
NET
$58.5B
| $291K | 0.19% |
+2,701
|
|
||
53
Advanced Micro Devices
AMD
$331B
| $288K | 0.19% |
2,381
+1,148
|
|
||
54
Amgen
AMGN
$198B
| $254K | 0.16% |
973
|
|
||
55
State Street SPDR S&P 500 ETF Trust
SPY
$707B
| $230K | 0.15% |
+393
|
|
||
56
Vanguard S&P 500 ETF
VOO
$847B
| $213K | 0.14% |
396
+10
|
|
||
57
NXP Semiconductors
NXPI
$57.5B
| $208K | 0.13% |
1,000
|
|
||
58
Elevance Health
ELV
$75.6B
| – | – |
-2,863
|
|
||
59
MarketAxess Holdings
MKTX
$6.01B
| – | – |
-1,540
|
|
||
|
60
Recursion Pharmaceuticals
RXRX
$2.05B
| – | – |
-46,826
|
|
||
|
61
T-Mobile US
TMUS
$226B
| – | – |
-1,842
|
|
||
62
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$3.47B
| – | – |
-3,637
|
|