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
51
$936K 0.53%
23,546
-2,342
52
$935K 0.53%
6,033
+3,516
53
$916K 0.52%
7,083
-1,153
54
$876K 0.5%
4,647
+2,285
55
$867K 0.5%
41,790
+5,210
56
$827K 0.47%
+4,646
57
$820K 0.47%
1,634
+1
58
$780K 0.45%
+3,130
59
$771K 0.44%
3,268
+701
60
$729K 0.42%
4,376
-30
61
$704K 0.4%
12,430
+390
62
$690K 0.39%
4,795
-25
63
$670K 0.38%
8,285
-314
64
$669K 0.38%
8,693
-5,110
65
$652K 0.37%
46,577
+29
66
$652K 0.37%
5,496
-3,545
67
$635K 0.36%
1,853
+202
68
$616K 0.35%
+10,255
69
$613K 0.35%
10,905
+6
70
$610K 0.35%
5,312
+21
71
$604K 0.34%
11,212
-7,483
72
$585K 0.33%
2,262
+384
73
$581K 0.33%
9,494
-6,047
74
$580K 0.33%
+1,520
75
$574K 0.33%
6,619
-701
1 2
3
4 5