OWG

Oxford Wealth Group Portfolio holdings

AUM $206M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$20.2M
3 +$12.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.4M
5
BBLU icon
EA Bridgeway Blue Chip ETF
BBLU
+$7.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.24%
2 Communication Services 4.62%
3 Financials 2.94%
4 Healthcare 2.91%
5 Consumer Discretionary 2.54%