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
$121M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.3M
2 +$1.11M
3 +$553K
4
CAR icon
Avis
CAR
+$539K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$493K

Top Sells

1 +$1.75M
2 +$1.65M
3 +$1.53M
4
RSPR icon
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
+$1.37M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.07M

Sector Composition

1 Consumer Discretionary 14.89%
2 Technology 8.37%
3 Industrials 5.74%
4 Communication Services 3.26%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,152