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
$229M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.52M
3
+$2.26M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.94M
5
COIN icon
Coinbase
COIN
+$1.72M

Top Sells

1
+$2.72M
2
+$1.61M
3
+$1.41M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$418K
5
AMZN icon
Amazon
AMZN
+$86K

Sector Composition

1 Consumer Discretionary 15.86%
2 Healthcare 13.24%
3 Communication Services 13.05%
4 Technology 11.41%
5 Financials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.01%
34,564
+1,132
27
$2.29M 1%
58,575
+166
28
$2.29M 1%
21,724
+2,049
29
$2.23M 0.97%
40,000
30
$2.1M 0.91%
14,149
+33
31
$2.09M 0.91%
18,050
32
$1.98M 0.86%
22,400
33
$1.93M 0.84%
8,515
+3,000
34
$1.91M 0.83%
34,220
35
$1.88M 0.82%
11,415
36
$1.86M 0.81%
7,600
37
$1.78M 0.78%
12,210
+3,000
38
$1.78M 0.77%
31,785
+27,046
39
$1.77M 0.77%
27,968
-42,942
40
$1.72M 0.75%
+6,805
41
$1.71M 0.75%
15,198
42
$1.56M 0.68%
11,320
+2,370
43
$1.54M 0.67%
20,970
44
$1.5M 0.65%
25,345
45
$1.42M 0.62%
6,200
46
$1.39M 0.61%
6,834
+1,000
47
$1.39M 0.6%
2,480
+200
48
$1.38M 0.6%
3,495
-25
49
$1.38M 0.6%
5,970
50
$1.28M 0.56%
8,238
+73
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