OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$195M
This Quarter Return
-0.8%
1 Year Return
+21.03%
3 Year Return
+74.56%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(-1.5%)
Cap. Flow
+$2.96M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
33.33%
Holding
178
New
24
Increased
59
Reduced
55
Closed
27
Top Buys
| 1 |
IIGV
Invesco Investment Grade Value ETF
IIGV
|
$9.07M |
| 2 |
Global X US Preferred ETF
PFFD
|
$4.93M |
| 3 |
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
|
$2.18M |
| 4 |
Southwest Airlines
LUV
|
$1.82M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$1.56M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 11.55% |
| 2 | Industrials | 6.87% |
| 3 | Technology | 6.67% |
| 4 | Communication Services | 3.66% |
| 5 | Financials | 2.5% |