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
$154M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.06M
3
+$950K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$611K
5
SMCI icon
Super Micro Computer
SMCI
+$588K

Top Sells

1
+$3.22M
2
+$1.14M
3
+$795K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$599K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$523K

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 8.01%
3 Communication Services 3.9%
4 Industrials 3.85%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$122K 0.08%
+12,250
127
$109K 0.07%
+25,262
128
$56.4K 0.04%
+12,000
129
– –
-10,542
130
– –
-4,157
131
– –
-6,529
132
– –
-5,421
2 3 4 5
6