OWG

Oxford Wealth Group Portfolio holdings

AUM $155M
1-Year Est. Return 28.11%
This Quarter Est. Return
1 Year Est. Return
+28.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.7M
3
+$8.38M
4
META icon
Meta Platforms (Facebook)
META
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$3.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.61%
2 Healthcare 11.56%
3 Communication Services 6.81%
4 Financials 4.84%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.23%
+1,000
52
$230K 0.21%
+440
53
$226K 0.21%
+1,660
54
$212K 0.19%
+1,600
55
$208K 0.19%
+433
56
$205K 0.19%
+773
57
$204K 0.19%
+1,132
58
$184K 0.17%
+53,431
59
$174K 0.16%
+17,387
60
$106K 0.1%
+10,640
1 2
3