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
401
0
402
$4.9K ﹤0.01%
+50
403
$4.9K ﹤0.01%
+50
404
$4.9K ﹤0.01%
+50
405
$4.85K ﹤0.01%
114
406
$4.52K ﹤0.01%
+40
407
$4.52K ﹤0.01%
+40
408
0
409
$4.52K ﹤0.01%
+40
410
0
411
0
412
$4.52K ﹤0.01%
+40
413
-163
414
0
415
$4.05K ﹤0.01%
74
+1
416
0
417
$3.92K ﹤0.01%
+40
418
$3.85K ﹤0.01%
+40
419
0
420
0
421
0
422
$2.26K ﹤0.01%
+20
423
$2.26K ﹤0.01%
+20
424
0
425
0