OPWM

Oxinas Partners Wealth Management Portfolio holdings

AUM $187M
1-Year Est. Return 26.84%
This Quarter Est. Return
1 Year Est. Return
+26.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.43M
3
+$4.35M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.28M

Top Sells

1
+$4.46M
2
+$3.73M
3
+$3.51M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$3.26M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.02M

Sector Composition

1 Consumer Discretionary 12.34%
2 Industrials 5.63%
3 Technology 5.49%
4 Communication Services 3.59%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.06%
81,500
+28,200
27
$1.62M 1.03%
22,280
-7,750
28
$1.58M 1.01%
2,171
+1,732
29
$1.47M 0.93%
44,485
+11,172
30
$1.45M 0.92%
+23,312
31
$1.43M 0.91%
96,400
+39,400
32
$1.42M 0.9%
104,238
-3,090
33
$1.42M 0.9%
28,423
+9,454
34
$1.33M 0.85%
25,914
-14,514
35
$1.32M 0.84%
+26,965
36
$1.29M 0.82%
12,306
+9,496
37
$1.29M 0.82%
12,796
+356
38
$1.27M 0.81%
8,623
+1,263
39
$1.25M 0.8%
9,999
-27,949
40
$1.25M 0.8%
17,402
-146
41
$1.22M 0.77%
9,173
+118
42
$1.21M 0.77%
18,603
-4,406
43
$1.16M 0.74%
22,676
+4,852
44
$1.14M 0.73%
46,894
-3,068
45
$1.13M 0.72%
22,476
-166
46
$1.09M 0.69%
14,152
-42,399
47
$1.08M 0.69%
12,892
+6,829
48
$1.05M 0.67%
+25,610
49
$1.02M 0.65%
23,580
+973
50
$1.02M 0.65%
22,548
+3,231
1
2
3 4 5