OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$195M
This Quarter Return
+15.37%
1 Year Return
+21.03%
3 Year Return
+74.56%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.7%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$7.88M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.32M |
| 3 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$5.02M |
| 4 |
Invesco QQQ Trust
QQQ
|
$4.92M |
| 5 |
Invesco Preferred ETF
PGX
|
$4.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 11.17% |
| 2 | Technology | 7% |
| 3 | Industrials | 4.23% |
| 4 | Communication Services | 2.99% |
| 5 | Financials | 1.58% |
