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
$186M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$3.74M
3
+$3.59M
4
AAPL icon
Apple
AAPL
+$3.05M
5
ABBV icon
AbbVie
ABBV
+$2.55M

Top Sells

1
+$1.93M
2
+$1.91M
3
+$1.8M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.66M
5
DG icon
Dollar General
DG
+$1.05M

Sector Composition

1 Healthcare 15.88%
2 Technology 9.3%
3 Consumer Discretionary 8.51%
4 Communication Services 7.4%
5 Utilities 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$891K 0.48%
17,030
-39
52
$890K 0.48%
+9,376
53
$847K 0.46%
7,208
+60
54
$829K 0.45%
6,473
+33
55
$825K 0.44%
7,435
+59
56
$767K 0.41%
12,512
+109
57
$757K 0.41%
5,574
+31
58
$738K 0.4%
5,567
59
$704K 0.38%
1,725
60
$696K 0.37%
21,980
-525
61
$639K 0.34%
4,866
-247
62
$630K 0.34%
22,326
+17,175
63
$615K 0.33%
15,570
64
$609K 0.33%
1,970
-100
65
$580K 0.31%
19,132
+18,364
66
$548K 0.29%
1,897
67
$539K 0.29%
21,478
+149
68
$532K 0.29%
+6,219
69
$512K 0.28%
25,769
-155
70
$480K 0.26%
3,718
-41
71
$467K 0.25%
3,795
72
$441K 0.24%
2,906
+14
73
$431K 0.23%
2,970
+14
74
$429K 0.23%
12,547
-66
75
$428K 0.23%
1,450
1 2
3
4 5