OPW
Oxler Private Wealth Portfolio holdings
AUM
$318M
This Quarter Return
+4.57%
1 Year Return
+23.44%
3 Year Return
+98.24%
5 Year Return
–
10 Year Return
–
AUM
$270M
AUM Growth
+$270M
(+5.9%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
6.03%
Top 10 Holdings %
Top 10 Hldgs %
57.33%
Holding
88
New
2
Increased
46
Reduced
26
Closed
5
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.97M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$6.41M |
| 3 |
Chipotle Mexican Grill
CMG
|
$2.07M |
| 4 |
SPDR Gold Trust
GLD
|
$1.72M |
| 5 |
Invesco QQQ Trust
QQQ
|
$354K |
Top Sells
| 1 |
Merck
MRK
|
$1.15M |
| 2 |
Meta Platforms (Facebook)
META
|
$669K |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$414K |
| 4 |
Amazon
AMZN
|
$395K |
| 5 |
Bristol-Myers Squibb
BMY
|
$293K |
Sector Composition
| 1 | Technology | 14.54% |
| 2 | Communication Services | 11.31% |
| 3 | Healthcare | 8.94% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Consumer Staples | 3.53% |
