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
$157M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.43M
3
+$4.35M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.28M

Top Sells

1
+$4.46M
2
+$3.73M
3
+$3.51M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$3.26M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.02M

Sector Composition

1 Consumer Discretionary 12.34%
2 Industrials 5.63%
3 Technology 5.49%
4 Communication Services 3.59%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-14,011
152
– –
-1,001
153
– –
-13,043
3 4 5 6
7