OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$187M
1-Year Est. Return
26.84%
1 Year Est. Return
+26.84%
AUM
$195M
AUM Growth
+$25.5M
(+15%)
Holding
131
Top Buys
| 1 | +$2.88M | |
| 2 | +$2.38M | |
| 3 | +$1.88M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.86M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.53M |
Top Sells
| 1 | +$3.69M | |
| 2 | +$1.97M | |
| 3 | +$1.87M | |
| 4 |
Apple
AAPL
|
+$651K |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$509K |
Sector Composition
| 1 | Technology | 12.2% |
| 2 | Consumer Discretionary | 8.36% |
| 3 | Communication Services | 5.34% |
| 4 | Industrials | 2.84% |
| 5 | Financials | 1.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
| – | – |
-40,483
|
|
||
127
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$120M
| – | – |
-26,109
|
|
||
128
Rigetti Computing
RGTI
$10.9B
| – | – |
-15,273
|
|
||
129
Lowe's Companies
LOW
$131B
| – | – |
-866
|
|
||
|
130
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.25B
| – | – |
-6,110
|
|
||
131
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
| – | – |
-4,501
|
|