OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$195M
This Quarter Return
-2.93%
1 Year Return
+21.03%
3 Year Return
+74.56%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(-8.8%)
Cap. Flow
-$8.17M
Cap. Flow
% of AUM
-5.12%
Top 10 Holdings %
Top 10 Hldgs %
42.27%
Holding
160
New
10
Increased
43
Reduced
60
Closed
46
Top Buys
Top Sells
| 1 |
IIGV
Invesco Investment Grade Value ETF
IIGV
|
$8.87M |
| 2 |
Global X US Preferred ETF
PFFD
|
$7.99M |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$3.76M |
| 4 |
ARK Innovation ETF
ARKK
|
$2.79M |
| 5 |
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% |
