OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$195M
This Quarter Return
+5.54%
1 Year Return
+21.03%
3 Year Return
+74.56%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+11%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
5.83%
Top 10 Holdings %
Top 10 Hldgs %
32.26%
Holding
171
New
31
Increased
60
Reduced
54
Closed
18
Top Buys
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$6.01M |
| 2 |
iShares High Yield Systematic Bond ETF
HYDB
|
$4.62M |
| 3 |
ARK Innovation ETF
ARKK
|
$2.93M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.24M |
| 5 |
Devon Energy
DVN
|
$1.15M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 12.77% |
| 2 | Technology | 5.66% |
| 3 | Industrials | 5.57% |
| 4 | Communication Services | 4.19% |
| 5 | Energy | 2.61% |
