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
$175M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4M
3
+$2.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.69M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.31M

Top Sells

1
+$3.35M
2
+$3M
3
+$2.8M
4
CAR icon
Avis
CAR
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.56M

Sector Composition

1 Consumer Discretionary 11.65%
2 Technology 8.3%
3 Industrials 5.29%
4 Communication Services 4.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.2%
6,018
+225
102
$353K 0.2%
1,318
-183
103
$342K 0.2%
1,656
+404
104
$342K 0.2%
31,110
-4,000
105
$337K 0.19%
2,158
106
$327K 0.19%
2,068
-161
107
$322K 0.18%
2,851
+258
108
$313K 0.18%
1,832
-32
109
$309K 0.18%
7,374
+2,124
110
$307K 0.18%
2,644
-41
111
$303K 0.17%
20,186
+1,144
112
$303K 0.17%
6,681
-11,643
113
$294K 0.17%
+1,608
114
$290K 0.17%
15,590
+56
115
$288K 0.16%
+3,088
116
$282K 0.16%
879
-2
117
$279K 0.16%
17,633
+100
118
$273K 0.16%
+1,179
119
$268K 0.15%
+745
120
$264K 0.15%
+635
121
$262K 0.15%
3,082
-5,475
122
$256K 0.15%
6,557
-3,200
123
$253K 0.14%
+978
124
$239K 0.14%
+1,053
125
$238K 0.14%
13,275
-2,700
3 4
5
6 7