OPWM
Oxinas Partners Wealth Management Portfolio holdings
AUM
$195M
This Quarter Return
+8.94%
1 Year Return
+21.03%
3 Year Return
+74.56%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+17%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
7.56%
Top 10 Holdings %
Top 10 Hldgs %
38%
Holding
120
New
21
Increased
34
Reduced
47
Closed
12
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.46M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$2.36M |
| 3 |
ECC
Eagle Point Credit Co
ECC
|
$1.25M |
| 4 |
Delta Air Lines
DAL
|
$1.2M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.14M |
Top Sells
| 1 |
Southwest Airlines
LUV
|
$1.72M |
| 2 |
Tesla
TSLA
|
$1.23M |
| 3 |
Avis
CAR
|
$997K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$992K |
| 5 |
IVH
Delaware Ivy High Income Opportunities Fund
IVH
|
$899K |
Sector Composition
| 1 | Consumer Discretionary | 11.31% |
| 2 | Technology | 8.61% |
| 3 | Industrials | 5.18% |
| 4 | Communication Services | 2.73% |
| 5 | Consumer Staples | 1.49% |
