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 Buys

1
+$2.86M
2
+$1.91M
3
+$1.66M
4
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$980K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$909K

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
401
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$3.85K ﹤0.01%
+40
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$2.26K ﹤0.01%
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+20
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