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OPWM

Oxinas Partners Wealth Management Portfolio holdings

AUM $254M
1-Year Est. Return 31.6%
This Fund
S&P 500
This Quarter Est. Return
+19.84%
1 Year Est. Return
+31.6%
3 Year Est. Return
+91.39%
5 Year Est. Return
+90.09%
10 Year Est. Return
–
AUM
$254M
AUM Growth
+$34.9M
Cap. Flow
+$1.98M
Cap. Flow %
0.78%
Top 10 Hldgs %
37.81%
Holding
160
New
15
Increased
55
Reduced
64
Closed
11

Top Buys

1
SPCX
SpaceX
SPCX
+$2.1M
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$705K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$703K
4
MU icon
Micron Technology
MU
+$553K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$501K

Top Sells

1
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$901K
2
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$697K
3
AVGO icon
Broadcom
AVGO
+$577K
4
APLD icon
Applied Digital
APLD
+$536K
5
CCL icon
Carnival Corporation Ltd
CCL
+$462K

Sector Composition

1 Technology 10.65%
2 Consumer Discretionary 6.27%
3 Communication Services 5.76%
4 Industrials 5.22%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
151
Coinbase
COIN
$43.3B
– –
-1,365
Closed -$238K
COP icon
152
ConocoPhillips
COP
$137B
– –
-1,594
Closed -$210K
LOW icon
153
Lowe's Companies
LOW
$120B
– –
-870
Closed -$205K
NCLH icon
154
Norwegian Cruise Line
NCLH
$8.92B
– –
-11,600
Closed -$217K
SCCO icon
155
Southern Copper
SCCO
$147B
– –
-1,279
Closed -$218K
SLV icon
156
iShares Silver Trust
SLV
$27B
– –
-3,183
Closed -$217K
SNPS icon
157
Synopsys
SNPS
$80.6B
– –
-515
Closed -$204K
TECL icon
158
Direxion Daily Technology Bull 3x ETF
TECL
$5.31B
– –
-8,050
Closed -$697K
USB icon
159
US Bancorp
USB
$99.7B
– –
-4,582
Closed -$238K
VXX icon
160
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$154M
– –
-7,250
Closed -$259K
3 4 5 6
7

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