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
51
$783K 0.49%
3,519
+251
52
$684K 0.43%
4,988
-1,045
53
$661K 0.41%
1,764
+886
54
$650K 0.41%
3,782
-594
55
$631K 0.4%
10,920
+665
56
$626K 0.39%
11,665
-765
57
$613K 0.38%
46,608
+31
58
$567K 0.36%
5,170
+243
59
$564K 0.35%
10,612
-293
60
$549K 0.34%
5,328
+16
61
$533K 0.33%
3,169
+46
62
$524K 0.33%
4,793
-2
63
$520K 0.33%
5,450
-200
64
$518K 0.32%
1,247
-606
65
$512K 0.32%
1,177
+38
66
$505K 0.32%
10,298
-15,234
67
$489K 0.31%
16,902
+311
68
$488K 0.31%
19,340
-550
69
$473K 0.3%
27,981
+1,557
70
$465K 0.29%
4,310
+87
71
$453K 0.28%
30,610
-500
72
$447K 0.28%
8,640
-2,572
73
$425K 0.27%
15,560
-22,410
74
$420K 0.26%
22,530
-141
75
$396K 0.25%
2,941
+42
1 2
3
4 5