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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
$121M
AUM Growth
-$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$541K
2
+$208K
3
+$207K
4
SHAK icon
Shake Shack
SHAK
+$205K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.9K

Top Sells

1
+$7.01M
2
+$6.11M
3
+$6.1M
4
MSFT icon
Microsoft
MSFT
+$5.47M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.72M

Sector Composition

1 Technology 13.07%
2 Communication Services 10.76%
3 Healthcare 9.76%
4 Consumer Discretionary 9.37%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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90
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92
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93
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