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
$132M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.67M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.43M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.3M

Top Sells

1
+$5.3M
2
+$1.57M
3
+$1.26M
4
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$884K
5
DUG icon
ProShares UltraShort Energy
DUG
+$806K

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.08%
3 Industrials 5.38%
4 Communication Services 3.98%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.94M 6.78%
170,901
+3,862
2
$7.14M 5.42%
67,212
+22,832
3
$6.1M 4.63%
182,669
-10,799
4
$5.74M 4.36%
100,144
+2,893
5
$5.11M 3.88%
117,378
-9,180
6
$4.92M 3.73%
78,062
+1,987
7
$4.5M 3.42%
17,521
+10,787
8
$4.05M 3.07%
18,042
+2,364
9
$3.97M 3.01%
29,027
+7,121
10
$3.72M 2.83%
+133,418
11
$3.67M 2.78%
+73,187
12
$3.6M 2.73%
12,827
-2,853
13
$3.21M 2.44%
8,480
-4,130
14
$3.01M 2.28%
40,049
-81
15
$2.86M 2.17%
79,147
+7,592
16
$2.85M 2.16%
80,468
+7,388
17
$2.66M 2.02%
31,181
+5,550
18
$2.46M 1.87%
34,375
+9,595
19
$2.45M 1.86%
21,506
+1,105
20
$1.97M 1.49%
21,485
-513
21
$1.93M 1.47%
17,660
+4,320
22
$1.91M 1.45%
129,429
+63,372
23
$1.85M 1.41%
4,909
+606
24
$1.63M 1.24%
11,962
-362
25
$1.62M 1.23%
57,738
-8,395
1
2 3 4 5