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OPWM

Oxinas Partners Wealth Management Portfolio holdings

AUM $254M
1-Year Est. Return 31.6%
This Fund
S&P 500
This Quarter Est. Return
+19.84%
1 Year Est. Return
+31.6%
3 Year Est. Return
+91.39%
5 Year Est. Return
+90.09%
10 Year Est. Return
–
AUM
$254M
AUM Growth
+$34.9M
Cap. Flow
+$1.98M
Cap. Flow %
0.78%
Top 10 Hldgs %
37.81%
Holding
160
New
15
Increased
55
Reduced
64
Closed
11

Top Buys

1
SPCX
SpaceX
SPCX
+$2.1M
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$705K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$703K
4
MU icon
Micron Technology
MU
+$553K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$501K

Top Sells

1
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$901K
2
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$697K
3
AVGO icon
Broadcom
AVGO
+$577K
4
APLD icon
Applied Digital
APLD
+$536K
5
CCL icon
Carnival Corporation Ltd
CCL
+$462K

Sector Composition

1 Technology 10.65%
2 Consumer Discretionary 6.27%
3 Communication Services 5.76%
4 Industrials 5.22%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPI icon
51
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$1.12M 0.44%
26,288
+851
+3% +$36.3K
FCX icon
52
Freeport-McMoran
FCX
$83.3B
$1.08M 0.43%
17,170
-1,150
-6% -$73.9K
PYLD icon
53
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$1.05M 0.42%
39,717
-3,049
-7% -$80.5K
CCL icon
54
Carnival Corporation Ltd
CCL
$36.1B
$1.04M 0.41%
36,531
-16,901
-32% -$462K
WMT icon
55
Walmart Inc
WMT
$914B
$1.04M 0.41%
9,162
+7
+0.1% +$869
QHY
56
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$1.03M 0.4%
22,394
+955
+4% +$43.9K
TTMI icon
57
TTM Technologies
TTMI
$13.8B
$1.01M 0.4%
5,415
+565
+12% +$91.1K
IYH icon
58
iShares US Healthcare ETF
IYH
$3.21B
$937K 0.37%
13,980
-501
-3% -$31.3K
IDV icon
59
iShares International Select Dividend ETF
IDV
$8.21B
$935K 0.37%
22,568
-2,227
-9% -$97.5K
STRL icon
60
Sterling Infrastructure
STRL
$19.8B
$934K 0.37%
1,113
-280
-20% -$197K
LQD icon
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$876K 0.35%
8,030
+1,831
+30% +$200K
IYW icon
62
iShares US Technology ETF
IYW
$24.5B
$865K 0.34%
3,430
+1
+0% +$230
DHS icon
63
WisdomTree US High Dividend Fund
DHS
$1.54B
$834K 0.33%
7,340
-700
-9% -$78K
IUSB icon
64
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$828K 0.33%
17,934
+391
+2% +$18K
DIA icon
65
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$805K 0.32%
1,541
-393
-20% -$196K
USIG icon
66
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$766K 0.3%
14,928
+4,758
+47% +$244K
QUAL icon
67
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
$755K 0.3%
3,441
+537
+18% +$113K
MTUM icon
68
iShares MSCI USA Momentum Factor ETF
MTUM
$25.9B
$711K 0.28%
2,074
-4
-0.2% -$1.19K
VOO icon
69
Vanguard S&P 500 ETF
VOO
$986B
$658K 0.26%
957
-86
-8% -$57.3K
APP icon
70
Applovin
APP
$148B
$639K 0.25%
1,241
+324
+35% +$156K
BND icon
71
Vanguard Total Bond Market
BND
$158B
$638K 0.25%
8,689
+164
+2% +$12K
JPM icon
72
JPMorgan Chase
JPM
$918B
$611K 0.24%
1,866
+2
+0.1% +$621
WES icon
73
Western Midstream Partners
WES
$19B
$602K 0.24%
13,761
– –
CAT icon
74
Caterpillar
CAT
$405B
$585K 0.23%
549
+16
+3% +$14.1K
VTWO icon
75
Vanguard Russell 2000 ETF
VTWO
$17.6B
$574K 0.23%
4,724
+2,714
+135% +$308K
1 2
3
4 5

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