OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$187M
1-Year Est. Return
26.84%
1 Year Est. Return
+26.84%
AUM
$187M
AUM Growth
-$8.06M
(-4.1%)
Holding
133
Top Buys
| 1 | +$1.08M | |
| 2 | +$771K | |
| 3 | +$347K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$300K |
| 5 |
WisdomTree International Quality Dividend Growth Fund
IQDG
|
+$283K |
Top Sells
| 1 | +$6.62M | |
| 2 | +$1.83M | |
| 3 | +$1.75M | |
| 4 |
Broadcom
AVGO
|
+$1.7M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.35M |
Sector Composition
| 1 | Technology | 11.09% |
| 2 | Consumer Discretionary | 9.15% |
| 3 | Communication Services | 5.61% |
| 4 | Industrials | 3.83% |
| 5 | Financials | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Global X Genomics & Biotechnology ETF
GNOM
$53.2M
| – | – |
-4,053
|
|
||
127
Marsh & McLennan
MMC
$89.9B
| – | – |
-915
|
|
||
128
Micron Technology
MU
$270B
| – | – |
-3,397
|
|
||
129
Global X US Preferred ETF
PFFD
$2.25B
| – | – |
-10,653
|
|
||
130
Snowflake
SNOW
$88.5B
| – | – |
-1,368
|
|
||
131
Invesco S&P 500 GARP ETF
SPGP
$2.44B
| – | – |
-9,723
|
|
||
132
Visa
V
$637B
| – | – |
-590
|
|
||
133
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
| – | – |
-4,484
|
|