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
$160M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.17M
3
+$6.06M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$4.73M
5
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$3.35M

Top Sells

1
+$8.87M
2
+$7.99M
3
+$3.76M
4
ARKK icon
ARK Innovation ETF
ARKK
+$2.79M
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$1.63M

Sector Composition

1 Consumer Discretionary 13.96%
2 Industrials 5.26%
3 Technology 5.16%
4 Communication Services 3.55%
5 Energy 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-1,941
152
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-926
153
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-7,083
154
– –
-3,130
155
– –
-5,496
156
– –
-9,494
157
– –
-13,715
158
– –
-13,275
159
– –
-2,262
160
– –
-2,068
3 4 5 6
7