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OPWM

Oxinas Partners Wealth Management Portfolio holdings

AUM $254M
1-Year Est. Return 31.6%
This Fund
S&P 500
This Quarter Est. Return
+19.84%
1 Year Est. Return
+31.6%
3 Year Est. Return
+91.39%
5 Year Est. Return
+90.09%
10 Year Est. Return
–
AUM
$254M
AUM Growth
+$34.9M
Cap. Flow
+$1.98M
Cap. Flow %
0.78%
Top 10 Hldgs %
37.81%
Holding
160
New
15
Increased
55
Reduced
64
Closed
11

Top Buys

1
SPCX
SpaceX
SPCX
+$2.1M
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$705K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$703K
4
MU icon
Micron Technology
MU
+$553K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$501K

Top Sells

1
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$901K
2
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$697K
3
AVGO icon
Broadcom
AVGO
+$577K
4
APLD icon
Applied Digital
APLD
+$536K
5
CCL icon
Carnival Corporation Ltd
CCL
+$462K

Sector Composition

1 Technology 10.65%
2 Consumer Discretionary 6.27%
3 Communication Services 5.76%
4 Industrials 5.22%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLSK icon
101
CleanSpark
CLSK
$3.36B
$385K 0.15%
26,427
-2,825
-10% -$39.9K
AIS
102
VistaShares Artificial Intelligence Supercycle ETF
AIS
$842M
$375K 0.15%
4,400
-500
-10% -$33.4K
BAC icon
103
Bank of America
BAC
$432B
$371K 0.15%
6,509
– –
VIG icon
104
Vanguard Dividend Appreciation ETF
VIG
$111B
$369K 0.15%
1,559
+5
+0.3% +$1.15K
ESGU icon
105
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$363K 0.14%
2,219
-351
-14% -$55.5K
AMD icon
106
Advanced Micro Devices
AMD
$817B
$355K 0.14%
+611
New +$251K
BITQ icon
107
Bitwise Crypto Industry Innovators ETF
BITQ
$379M
$353K 0.14%
14,425
-2,575
-15% -$65.2K
SHOP icon
108
Shopify
SHOP
$164B
$350K 0.14%
3,064
-31
-1% -$3.54K
CMI icon
109
Cummins
CMI
$88.8B
$349K 0.14%
489
+86
+21% +$56.7K
LITE icon
110
Lumentum
LITE
$54.5B
$336K 0.13%
+392
New +$350K
AGX icon
111
Argan
AGX
$7.8B
$335K 0.13%
420
-10
-2% -$6.65K
UPS icon
112
United Parcel Service
UPS
$99.1B
$334K 0.13%
3,103
– –
SSRM icon
113
SSR Mining
SSRM
$5.37B
$325K 0.13%
11,502
– –
ACP
114
abrdn Income Credit Strategies Fund
ACP
$652M
$323K 0.13%
62,208
-15,445
-20% -$81.9K
CWB icon
115
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.81B
$323K 0.13%
3,000
+1
+0% +$104
CSCO icon
116
Cisco
CSCO
$426B
$321K 0.13%
2,730
– –
WTAI icon
117
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$578M
$319K 0.13%
+6,716
New +$265K
MBB icon
118
iShares MBS ETF
MBB
$39.3B
$314K 0.12%
3,318
+708
+27% +$67K
CHAT icon
119
Roundhill Generative AI & Technology ETF
CHAT
$1.83B
$304K 0.12%
+3,076
New +$263K
VISN
120
Vistance Networks Inc
VISN
$2.73B
$298K 0.12%
23,357
+10,235
+78% +$144K
XLE icon
121
State Street Energy Select Sector SPDR ETF
XLE
$37.8B
$291K 0.11%
5,474
-778
-12% -$44.5K
PLTR icon
122
Palantir
PLTR
$320B
$285K 0.11%
2,444
-2,370
-49% -$323K
ORCL icon
123
Oracle
ORCL
$365B
$284K 0.11%
1,941
-308
-14% -$55.8K
HD icon
124
Home Depot
HD
$346B
$277K 0.11%
785
+1
+0.1% +$325
HYDB icon
125
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
$272K 0.11%
5,822
-448
-7% -$21K
3 4
5
6 7

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