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
101
$450K 0.2%
2,842
+125
102
$442K 0.19%
+7,100
103
$439K 0.19%
2,975
104
$433K 0.19%
1,100
+500
105
$428K 0.19%
2,903
+135
106
$366K 0.16%
1,149
107
$362K 0.16%
9,054
+297
108
$357K 0.16%
5,436
109
$356K 0.16%
3,000
110
$346K 0.15%
5,230
111
$335K 0.15%
9,146
+197
112
$329K 0.14%
+600
113
$312K 0.14%
6,645
114
$291K 0.13%
462
115
$269K 0.12%
+6,570
116
$262K 0.11%
1,075
117
$253K 0.11%
210
118
$251K 0.11%
3,040
119
$248K 0.11%
654
120
$246K 0.11%
1,825
121
$242K 0.11%
2,366
+103
122
$223K 0.1%
13,965
123
$216K 0.09%
+6,000
124
$216K 0.09%
+895
125
$211K 0.09%
+3,605
2 3 4
5
6