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
$132M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.67M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.43M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.3M

Top Sells

1
+$5.3M
2
+$1.57M
3
+$1.26M
4
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$884K
5
DUG icon
ProShares UltraShort Energy
DUG
+$806K

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.08%
3 Industrials 5.38%
4 Communication Services 3.98%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$572K 0.43%
12,420
+1,808
52
$533K 0.4%
1,139
-38
53
$525K 0.4%
11,610
-55
54
$512K 0.39%
24,151
-13,972
55
$470K 0.36%
19,340
56
$468K 0.36%
4,961
-27
57
$454K 0.34%
5,943
+1,150
58
$449K 0.34%
40,340
-950
59
$449K 0.34%
8,888
+248
60
$432K 0.33%
21,092
+14,124
61
$431K 0.33%
3,158
-11
62
$413K 0.31%
15,196
-15,172
63
$400K 0.3%
4,331
+21
64
$388K 0.29%
7,932
+912
65
$381K 0.29%
5,150
-300
66
$376K 0.29%
4,704
-624
67
$374K 0.28%
2,140
+376
68
$370K 0.28%
1,236
-11
69
$365K 0.28%
24,300
-52,350
70
$360K 0.27%
+2,450
71
$346K 0.26%
29,610
-1,000
72
$346K 0.26%
1,947
+141
73
$337K 0.26%
3,782
74
$336K 0.26%
28,548
-18,060
75
$334K 0.25%
6,364
+33
1 2
3
4 5