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
$157M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.43M
3
+$4.35M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.28M

Top Sells

1
+$4.46M
2
+$3.73M
3
+$3.51M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$3.26M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.02M

Sector Composition

1 Consumer Discretionary 12.34%
2 Industrials 5.63%
3 Technology 5.49%
4 Communication Services 3.59%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.34%
2,669
77
$534K 0.34%
44,552
-7,930
78
$534K 0.34%
8,298
+674
79
$523K 0.33%
3,252
-7
80
$516K 0.33%
3,137
+1,681
81
$503K 0.32%
2,070
-130
82
$502K 0.32%
+8,517
83
$500K 0.32%
2,358
-136
84
$484K 0.31%
1,155
-12
85
$476K 0.3%
8,191
-1,062
86
$475K 0.3%
911
-9
87
$464K 0.3%
5,288
88
$441K 0.28%
2,387
+108
89
$440K 0.28%
2,750
-3,648
90
$440K 0.28%
19,258
-9,379
91
$439K 0.28%
4,311
-5,268
92
$412K 0.26%
6,747
-6,404
93
$410K 0.26%
1,362
+330
94
$408K 0.26%
7,133
-65,206
95
$407K 0.26%
+1,797
96
$398K 0.25%
21,394
+22
97
$365K 0.23%
24,349
-297,690
98
$355K 0.23%
1,865
+168
99
$353K 0.22%
+13,492
100
$352K 0.22%
5,940
-41
2 3
4
5 6