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
$160M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.17M
3
+$6.06M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$4.73M
5
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$3.35M

Top Sells

1
+$8.87M
2
+$7.99M
3
+$3.76M
4
ARKK icon
ARK Innovation ETF
ARKK
+$2.79M
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$1.63M

Sector Composition

1 Consumer Discretionary 13.96%
2 Industrials 5.26%
3 Technology 5.16%
4 Communication Services 3.55%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.17%
13,340
+1,440
27
$1.54M 0.97%
82,544
+18,928
28
$1.53M 0.96%
121,092
+120
29
$1.43M 0.9%
33,785
+1,307
30
$1.32M 0.83%
76,650
-10,500
31
$1.32M 0.82%
8,279
+9
32
$1.29M 0.81%
43,752
-255
33
$1.26M 0.79%
16,464
-11,652
34
$1.21M 0.76%
20,884
+270
35
$1.18M 0.74%
66,057
-23,625
36
$1.14M 0.71%
99,400
-89,600
37
$1.07M 0.67%
+6,903
38
$1.07M 0.67%
7,829
-671
39
$1.04M 0.65%
20,566
+1,158
40
$1.02M 0.64%
5,309
-1,336
41
$997K 0.62%
20,103
+1,079
42
$964K 0.6%
30,368
+23,010
43
$952K 0.6%
19,170
-3,225
44
$903K 0.57%
41,290
-500
45
$896K 0.56%
38,123
-340,131
46
$891K 0.56%
11,481
+3,196
47
$884K 0.55%
157
-289
48
$834K 0.52%
1,635
+1
49
$816K 0.51%
8,145
+4,234
50
$806K 0.5%
+8,950
1
2
3 4 5