OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$219M
1-Year Est. Return
24.96%
This Fund
S&P 500
1 Year Est. Return
+24.96%
AUM
$208M
AUM Growth
+$21.1M
(+11%)
Holding
138
Top Buys
| 1 | +$3.21M | |
| 2 | +$2.95M | |
| 3 | +$2.26M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$2.05M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.79M |
Top Sells
| 1 | +$2.09M | |
| 2 | +$867K | |
| 3 | +$818K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$591K |
| 5 |
Applovin
APP
|
+$445K |
Sector Composition
| 1 | Technology | 10.36% |
| 2 | Consumer Discretionary | 8.41% |
| 3 | Communication Services | 5.97% |
| 4 | Industrials | 4.06% |
| 5 | Financials | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
TTM Technologies
TTMI
$17.9B
| $210K | 0.1% |
+3,047
|
|
||
127
Lowe's Companies
LOW
$116B
| $210K | 0.1% |
869
+1
|
|
||
128
Cisco
CSCO
$478B
| $206K | 0.1% |
+2,680
|
|
||
129
Roundhill Generative AI & Technology ETF
CHAT
$2.14B
| $204K | 0.1% |
+3,460
|
|
||
130
PIMCO Dynamic Income Fund
PDI
$7.69B
| $204K | 0.1% |
11,499
-158
|
|
||
131
iShares Silver Trust
SLV
$36.1B
| $202K | 0.1% |
+3,138
|
|
||
132
Sabre
SABR
$747M
| $130K | 0.06% |
95,450
-82,100
|
|
||
133
Amplify Blockchain Technology ETF
BLOK
$1.44B
| – | – |
-3,252
|
|
||
134
Costco
COST
$420B
| – | – |
-256
|
|
||
135
Grayscale Bitcoin Trust
GBTC
$10.8B
| – | – |
-2,630
|
|
||
136
Strategy Inc
MSTR
$52.6B
| – | – |
-909
|
|
||
137
Schwab US Large- Cap ETF
SCHX
$72.8B
| – | – |
-7,963
|
|
||
138
AT&T
T
$171B
| – | – |
-9,670
|
|