OPWM

Oxinas Partners Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 24.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.96%
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
+$3.87M
2
+$3.67M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.86M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$5.45M
2
+$1.7M
3
+$1.37M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$885K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$884K

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
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