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
$160M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.17M
3
+$6.06M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$4.73M
5
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$3.35M

Top Sells

1
+$8.87M
2
+$7.99M
3
+$3.76M
4
ARKK icon
ARK Innovation ETF
ARKK
+$2.79M
5
BOIL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.22%
+7,020
77
$335K 0.21%
1,507
-4,486
78
$334K 0.21%
2,400
-220
79
$328K 0.21%
6,331
-17
80
$326K 0.2%
4,684
-10,592
81
$320K 0.2%
5,835
-183
82
$320K 0.2%
1,806
-26
83
$309K 0.19%
1,627
-408
84
$309K 0.19%
2,859
+215
85
$307K 0.19%
2,535
-327
86
$306K 0.19%
3,650
-2,000
87
$298K 0.19%
+1,836
88
$297K 0.19%
23,655
-3,694
89
$293K 0.18%
2,812
-39
90
$282K 0.18%
1,858
-300
91
$276K 0.17%
2,384
-2,263
92
$273K 0.17%
+4,964
93
$269K 0.17%
6,122
-559
94
$267K 0.17%
2,019
-6,834
95
$267K 0.17%
3,229
-149
96
$264K 0.17%
14,808
-782
97
$254K 0.16%
8,480
-1,270
98
$254K 0.16%
884
+5
99
$249K 0.16%
6,968
-406
100
$247K 0.15%
700
2 3
4
5 6