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
51
$1M 0.64%
+39,732
52
$1M 0.64%
29,355
+5,368
53
$973K 0.62%
10,961
-738
54
$945K 0.6%
17,277
+883
55
$896K 0.57%
+1,815
56
$896K 0.57%
10,388
+968
57
$890K 0.57%
16,087
+7
58
$887K 0.56%
8,170
+3,519
59
$852K 0.54%
8,311
+775
60
$833K 0.53%
36,681
-27,485
61
$825K 0.52%
6,342
-11,852
62
$786K 0.5%
48,472
+4,144
63
$786K 0.5%
24,877
+3,568
64
$774K 0.49%
16,889
-3,741
65
$765K 0.49%
31,510
-112,976
66
$732K 0.47%
+16,845
67
$720K 0.46%
26,080
+10,700
68
$647K 0.41%
12,430
+790
69
$646K 0.41%
+27,025
70
$628K 0.4%
+22,040
71
$616K 0.39%
+1,655
72
$565K 0.36%
+6,481
73
$560K 0.36%
8,098
+3,895
74
$555K 0.35%
4,750
+581
75
$542K 0.34%
5,132
-277
1 2
3
4 5