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
$132M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.67M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.43M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.3M

Top Sells

1
+$5.3M
2
+$1.57M
3
+$1.26M
4
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$884K
5
DUG icon
ProShares UltraShort Energy
DUG
+$806K

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
in Stake 		Capital Flow
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