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
$175M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.62M
3
+$2.93M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.24M
5
DVN icon
Devon Energy
DVN
+$1.15M

Top Sells

1
+$4.35M
2
+$4.35M
3
+$2.02M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.58M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M

Sector Composition

1 Consumer Discretionary 12.77%
2 Technology 5.66%
3 Industrials 5.57%
4 Communication Services 4.19%
5 Energy 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
+22,700
152
$20K 0.01%
+16,000
153
$19K 0.01%
+15,000
154
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-58,029
155
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-2,750
156
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157
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-39,732
158
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-8,517
159
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-382
160
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161
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162
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-9,999
163
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164
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-750
165
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-1,070
166
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-11,000
167
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168
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169
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170
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-1,815
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