OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$195M
This Quarter Return
-17.94%
1 Year Return
+21.03%
3 Year Return
+74.56%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-17%)
Cap. Flow
+$6.41M
Cap. Flow
% of AUM
4.87%
Top 10 Holdings %
Top 10 Hldgs %
41.13%
Holding
122
New
8
Increased
42
Reduced
43
Closed
26
Top Buys
| 1 |
Amazon
AMZN
|
$6.9M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$3.72M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.67M |
| 4 |
Microsoft
MSFT
|
$2.77M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.3M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 12.49% |
| 2 | Technology | 8.08% |
| 3 | Industrials | 5.38% |
| 4 | Communication Services | 3.98% |
| 5 | Healthcare | 1.76% |
