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OPW

Oxler Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
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
+$3.23M
2
+$1.19M
3
+$1.02M
4
HNDL icon
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
+$850K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$833K

Top Sells

1
+$11.2M
2
+$8.57M
3
+$4.71M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.51M
5
AAPL icon
Apple
AAPL
+$3.69M

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
451
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-1,795
452
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-3,770
453
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-2,306
454
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455
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-20
456
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0
457
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-4,561
458
– –
-7,290
459
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460
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-1,000
461
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-8,000
462
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-41,280
463
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-43,240
464
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-35
465
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-34,716
466
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-1,000
467
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-203
468
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0
469
– –
-6,723
15 16 17 18
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