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
$132M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.67M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.43M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.3M

Top Sells

1
+$5.3M
2
+$1.57M
3
+$1.26M
4
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$884K
5
DUG icon
ProShares UltraShort Energy
DUG
+$806K

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.08%
3 Industrials 5.38%
4 Communication Services 3.98%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.24%
+12,742
77
$295K 0.22%
6,069
-4,229
78
$281K 0.21%
3,277
+48
79
$281K 0.21%
2,915
+103
80
$280K 0.21%
2,547
+12
81
$265K 0.2%
1,730
-106
82
$261K 0.2%
2,836
-23
83
$252K 0.19%
26,662
+3,007
84
$251K 0.19%
+7,200
85
$251K 0.19%
22,010
-520
86
$248K 0.19%
4,222
-462
87
$245K 0.19%
2,197
-744
88
$235K 0.18%
+2,478
89
$235K 0.18%
11,204
-3,604
90
$229K 0.17%
20,607
-7,374
91
$222K 0.17%
4,024
+372
92
$220K 0.17%
1,366
-141
93
$219K 0.17%
9,998
-241,746
94
$217K 0.16%
625
+53
95
$211K 0.16%
4,152
+42
96
$205K 0.16%
4,015
-1,820
97
– –
-16,902
98
– –
-3,032
99
– –
-884
100
– –
-919
1 2 3
4
5