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
101
$350K 0.22%
2,297
+34
102
$348K 0.22%
3,360
-80
103
$327K 0.21%
2,989
+809
104
$323K 0.21%
+6,683
105
$311K 0.2%
830
106
$306K 0.19%
2,516
-123
107
$305K 0.19%
8,407
-224
108
$289K 0.18%
27,150
109
$280K 0.18%
+1,847
110
$277K 0.18%
1,310
+82
111
$276K 0.18%
1,075
112
$272K 0.17%
+1,500
113
$271K 0.17%
5,465
+448
114
$261K 0.17%
+2,158
115
$260K 0.17%
3,317
-5,425
116
$257K 0.16%
23,935
+6,460
117
$252K 0.16%
1,243
+36
118
$247K 0.16%
+4,857
119
$246K 0.16%
866
-64
120
$241K 0.15%
+6,707
121
$241K 0.15%
750
122
$240K 0.15%
+14,000
123
$239K 0.15%
+23,580
124
$228K 0.15%
1,723
-385
125
$227K 0.14%
4,170
-177
3 4
5
6 7