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
$134M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$615K
3
+$227K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$202K
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$201K

Top Sells

1
+$2.03M
2
+$1.63M
3
+$1.4M
4
CAR icon
Avis
CAR
+$949K
5
UAL icon
United Airlines
UAL
+$683K

Sector Composition

1 Consumer Discretionary 10.59%
2 Technology 9.76%
3 Communication Services 3.83%
4 Industrials 3.59%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,185
127
– –
-4,150
128
– –
-20,761
2 3 4 5
6