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
$157M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.43M
3
+$4.35M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.28M

Top Sells

1
+$4.46M
2
+$3.73M
3
+$3.51M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$3.26M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.02M

Sector Composition

1 Consumer Discretionary 12.34%
2 Industrials 5.63%
3 Technology 5.49%
4 Communication Services 3.59%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.55M 3.53%
13,958
-212
2
$5.24M 3.33%
+88,827
3
$5.18M 3.3%
16,241
+547
4
$4.82M 3.07%
40,199
+23,419
5
$4.71M 3%
30,440
-17,960
6
$4.49M 2.85%
40,279
-2,590
7
$4.43M 2.82%
+173,781
8
$4.35M 2.77%
+58,029
9
$4.32M 2.75%
+31,998
10
$4.28M 2.72%
+19,364
11
$3.61M 2.3%
+13,159
12
$3.42M 2.18%
105,399
+36,972
13
$3.42M 2.18%
59,435
+29,350
14
$3.35M 2.13%
45,219
-569
15
$3.04M 1.94%
36,523
-5,242
16
$2.88M 1.84%
23,622
-11,084
17
$2.68M 1.7%
100,950
+52,975
18
$2.21M 1.4%
14,906
+809
19
$2M 1.27%
5,036
-1,027
20
$1.98M 1.26%
21,837
+172
21
$1.96M 1.25%
8,321
+562
22
$1.88M 1.2%
7,377
-245
23
$1.8M 1.14%
6,107
+3,479
24
$1.76M 1.12%
7,887
+5,643
25
$1.72M 1.09%
13,727
+1,801
1
2 3 4 5