OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$195M
This Quarter Return
+10.12%
1 Year Return
+21.03%
3 Year Return
+74.56%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+10%)
Cap. Flow
+$2.53M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
38.3%
Holding
134
New
26
Increased
38
Reduced
57
Closed
10
Top Buys
| 1 |
Apple
AAPL
|
$2.47M |
| 2 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
$1.84M |
| 3 |
Invesco S&P 500 GARP ETF
SPGP
|
$1.54M |
| 4 |
Avis
CAR
|
$949K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$899K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 11.5% |
| 2 | Technology | 10.65% |
| 3 | Industrials | 5.41% |
| 4 | Communication Services | 3.43% |
| 5 | Healthcare | 1.41% |
