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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
RECS icon
76
Columbia Research Enhanced Core ETF
RECS
$5.94B
$569K 0.22%
13,150
-7,550
-36% -$320K
IJH icon
77
iShares Core S&P Mid-Cap ETF
IJH
$123B
$568K 0.22%
7,360
– –
QQQE icon
78
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.38B
$554K 0.22%
4,542
-305
-6% -$34.4K
BIL icon
79
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$554K 0.22%
6,041
+444
+8% +$40.6K
PM icon
80
Philip Morris
PM
$290B
$552K 0.22%
3,052
+226
+8% +$39.2K
UBER icon
81
Uber
UBER
$149B
$547K 0.22%
7,586
– –
RSPR icon
82
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$107M
$541K 0.21%
14,802
-314
-2% -$11.3K
NEAR icon
83
iShares Short Maturity Bond ETF
NEAR
$4.8B
$528K 0.21%
10,419
+2,028
+24% +$103K
GS icon
84
Goldman Sachs
GS
$324B
$511K 0.2%
505
-1
-0.2% -$975
BRK.B icon
85
Berkshire Hathaway Class B
BRK.B
$1.05T
$498K 0.2%
996
-24
-2% -$11.5K
UNH icon
86
UnitedHealth
UNH
$393B
$492K 0.19%
1,185
– –
TIGO icon
87
Millicom
TIGO
$16.2B
$477K 0.19%
5,254
+1,551
+42% +$131K
VCIT icon
88
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.6B
$456K 0.18%
5,516
+22
+0.4% +$1.82K
VTI icon
89
Vanguard Total Stock Market ETF
VTI
$665B
$455K 0.18%
1,231
-49
-4% -$17.5K
JPST icon
90
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$454K 0.18%
8,986
-387
-4% -$19.5K
VUG icon
91
Vanguard Growth ETF
VUG
$225B
$445K 0.18%
5,162
-466
-8% -$39.2K
BP icon
92
BP
BP
$106B
$443K 0.17%
11,978
– –
UI icon
93
Ubiquiti
UI
$32.5B
$435K 0.17%
815
-60
-7% -$45.3K
H icon
94
Hyatt Hotels
H
$18B
$426K 0.17%
2,200
– –
PDI icon
95
PIMCO Dynamic Income Fund
PDI
$7.58B
$420K 0.17%
25,137
+1,064
+4% +$18.1K
LUV icon
96
Southwest Airlines
LUV
$24.2B
$417K 0.16%
8,100
– –
APLD icon
97
Applied Digital
APLD
$7.52B
$413K 0.16%
11,065
-13,900
-56% -$536K
IJR icon
98
iShares Core S&P Small-Cap ETF
IJR
$111B
$410K 0.16%
2,763
– –
WDC icon
99
Western Digital
WDC
$158B
$400K 0.16%
+626
New +$304K
NFLX icon
100
Netflix
NFLX
$312B
$399K 0.16%
5,590
-64
-1% -$5.64K
2 3
4
5 6

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