OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$195M
This Quarter Return
+10.73%
1 Year Return
+21.03%
3 Year Return
+74.56%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+4.8%)
Cap. Flow
-$6.68M
Cap. Flow
% of AUM
-4.74%
Top 10 Holdings %
Top 10 Hldgs %
37.33%
Holding
124
New
7
Increased
35
Reduced
70
Closed
8
Top Buys
| 1 |
Broadcom
AVGO
|
$770K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$609K |
| 3 |
Direxion Daily Technology Bull 3x Shares
TECL
|
$407K |
| 4 |
Synopsys
SNPS
|
$386K |
| 5 |
Avis
CAR
|
$372K |
Top Sells
| 1 |
Amazon
AMZN
|
$3.63M |
| 2 |
Microsoft
MSFT
|
$1.35M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$917K |
| 4 |
iShares High Yield Systematic Bond ETF
HYDB
|
$428K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$379K |
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Consumer Discretionary | 8.92% |
| 3 | Communication Services | 3.99% |
| 4 | Industrials | 3.98% |
| 5 | Financials | 1.45% |
