OWG
Oxford Wealth Group Portfolio holdings
AUM
$155M
1-Year Est. Return
28.11%
1 Year Est. Return
+28.11%
AUM
$123M
AUM Growth
-$22.6M
(-16%)
Holding
71
Top Buys
| 1 | +$2.15M | |
| 2 | +$1.94M | |
| 3 | +$870K | |
| 4 |
Tesla
TSLA
|
+$539K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$204K |
Top Sells
| 1 | +$5.77M | |
| 2 | +$5.21M | |
| 3 | +$2.04M | |
| 4 |
UnitedHealth
UNH
|
+$1.07M |
| 5 |
Oracle
ORCL
|
+$1.01M |
Sector Composition
| 1 | Technology | 17.63% |
| 2 | Healthcare | 10.56% |
| 3 | Communication Services | 7.49% |
| 4 | Consumer Discretionary | 5.51% |
| 5 | Industrials | 4.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amgen
AMGN
$176B
| $314K | 0.26% |
973
-36
|
|
||
52
Recursion Pharmaceuticals
RXRX
$2.22B
| $309K | 0.25% |
46,826
-655
|
|
||
53
Lam Research
LRCX
$216B
| $290K | 0.24% |
3,550
-950
|
|
||
54
Broadcom
AVGO
$1.61T
| $242K | 0.2% |
1,400
-120
|
|
||
55
NXP Semiconductors
NXPI
$56.9B
| $240K | 0.2% |
1,000
|
|
||
56
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.05B
| $210K | 0.17% |
3,637
-919
|
|
||
|
57
Vanguard S&P 500 ETF
VOO
$823B
| $204K | 0.17% |
+386
|
|
||
58
Advanced Micro Devices
AMD
$347B
| $202K | 0.16% |
1,233
-332
|
|
||
59
IonQ
IONQ
$17.2B
| – | – |
-38,897
|
|
||
60
Plug Power
PLUG
$3.06B
| – | – |
-105,139
|
|
||
61
Rivian
RIVN
$27.5B
| – | – |
-14,500
|
|
||
62
Schrodinger
SDGR
$1.3B
| – | – |
-14,290
|
|
||
63
Snowflake
SNOW
$76.1B
| – | – |
-2,881
|
|
||
64
Albemarle
ALB
$17.2B
| – | – |
-8,842
|
|
||
65
Boeing
BA
$168B
| – | – |
-11,199
|
|
||
66
Cadence Design Systems
CDNS
$85.7B
| – | – |
-1,738
|
|
||
67
CrowdStrike
CRWD
$121B
| – | – |
-527
|
|
||
68
CyberArk
CYBR
$22.8B
| – | – |
-764
|
|
||
69
Teladoc Health
TDOC
$1.28B
| – | – |
-18,389
|
|
||
70
Unity
U
$19.9B
| – | – |
-21,338
|
|
||
71
Zscaler
ZS
$37.1B
| – | – |
-1,100
|
|