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
$175M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4M
3
+$2.07M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.69M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.31M

Top Sells

1
+$3.35M
2
+$3M
3
+$2.8M
4
CAR icon
Avis
CAR
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.56M

Sector Composition

1 Consumer Discretionary 11.65%
2 Technology 8.3%
3 Industrials 5.29%
4 Communication Services 4.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.13%
+4,176
127
$229K 0.13%
+7,358
128
$228K 0.13%
+2,135
129
$228K 0.13%
4,387
-263
130
$224K 0.13%
+23,000
131
$222K 0.13%
+2,644
132
$216K 0.12%
1,837
-1,893
133
$216K 0.12%
1,510
+10
134
$215K 0.12%
4,964
135
$213K 0.12%
+488
136
$213K 0.12%
22,671
-3,493
137
$209K 0.12%
+700
138
$207K 0.12%
3,378
-199
139
$204K 0.12%
9,750
140
$202K 0.12%
+926
141
$200K 0.11%
921
-632
142
$191K 0.11%
10,500
-5,009
143
$123K 0.07%
+12,000
144
$31K 0.02%
15,611
145
$28K 0.02%
+12,000
146
$28K 0.02%
47,051
147
$17K 0.01%
17,000
148
$16K 0.01%
16,000
149
$13K 0.01%
15,000
150
$10K 0.01%
+10,000
4 5
6
7 8