OPWM

Oxinas Partners Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 24.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.81M
3
+$2.33M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.07M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.65M

Top Sells

1
+$3.35M
2
+$3M
3
+$2.8M
4
CAR icon
Avis
CAR
+$1.99M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.56M

Sector Composition

1 Consumer Discretionary 11.65%
2 Technology 8.3%
3 Industrials 5.29%
4 Communication Services 4.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
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