OPW

Oxler Private Wealth Portfolio holdings

AUM $318M
1-Year Est. Return 23.44%
This Quarter Est. Return
1 Year Est. Return
+23.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Sells

1 +$13.7M
2 +$11.2M
3 +$8.3M
4
AAPL icon
Apple
AAPL
+$6.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.71M

Sector Composition

1 Healthcare 12.38%
2 Technology 10.35%
3 Consumer Staples 6.71%
4 Utilities 5.23%
5 Financials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$10.9K 0.01%
200
352
0
353
0
354
$10.8K 0.01%
+204
355
$10.7K 0.01%
134
356
$10.6K 0.01%
269
+3
357
0
358
$9.91K 0.01%
200
359
$9.8K 0.01%
+101
360
$9.8K 0.01%
+101
361
$9.8K 0.01%
+101
362
$9.8K 0.01%
+101
363
$9.8K 0.01%
+101
364
0
365
$9.8K 0.01%
+101
366
$9.73K 0.01%
102
367
0
368
0
369
0
370
0
371
$9.62K 0.01%
+100
372
$9.62K 0.01%
+100
373
$9.56K 0.01%
+100
374
$9.56K 0.01%
+100
375
0