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
$175M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4M
3
+$2.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.69M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.31M

Top Sells

1
+$3.35M
2
+$3M
3
+$2.8M
4
CAR icon
Avis
CAR
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.56M

Sector Composition

1 Consumer Discretionary 11.65%
2 Technology 8.3%
3 Industrials 5.29%
4 Communication Services 4.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.98%
11,900
+7,680
27
$1.69M 0.96%
+89,682
28
$1.69M 0.96%
120,972
-1,962
29
$1.68M 0.96%
32,478
+12,470
30
$1.62M 0.93%
189,000
+16,500
31
$1.44M 0.82%
8,270
-484
32
$1.41M 0.8%
87,150
-325
33
$1.37M 0.78%
12,432
-1,020
34
$1.37M 0.78%
13,964
+1,807
35
$1.34M 0.76%
6,645
-2,161
36
$1.33M 0.76%
20,614
-1,771
37
$1.31M 0.75%
+8,853
38
$1.3M 0.74%
63,616
+4,608
39
$1.27M 0.72%
14,866
-2,516
40
$1.26M 0.72%
25,532
-3,089
41
$1.2M 0.68%
8,500
+4,231
42
$1.17M 0.67%
44,007
-1,344
43
$1.16M 0.66%
+446
44
$1.14M 0.65%
15,276
-2,351
45
$1.12M 0.64%
+37,970
46
$1.08M 0.62%
22,395
+2,253
47
$1.06M 0.61%
3,629
+1,040
48
$1M 0.57%
11,603
+4,183
49
$985K 0.56%
19,408
+14,092
50
$950K 0.54%
19,024
-5,771
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