OPW
Oxler Private Wealth Portfolio holdings
AUM
$318M
This Quarter Return
-0.24%
1 Year Return
+23.44%
3 Year Return
+98.24%
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(-1.1%)
Cap. Flow
+$145K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
135
New
7
Increased
28
Reduced
22
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$994K |
| 2 |
AT&T
T
|
$806K |
| 3 |
DTE Energy
DTE
|
$781K |
| 4 |
ASML
ASML
|
$745K |
| 5 |
Verizon
VZ
|
$646K |
Top Sells
| 1 |
Alibaba
BABA
|
$1.93M |
| 2 |
Dominion Energy
D
|
$1.54M |
| 3 |
Baidu
BIDU
|
$1.39M |
| 4 |
DFS
Discover Financial Services
DFS
|
$1.18M |
| 5 |
Medtronic
MDT
|
$996K |
Sector Composition
| 1 | Consumer Discretionary | 14.47% |
| 2 | Communication Services | 13.42% |
| 3 | Healthcare | 13.2% |
| 4 | Technology | 12.21% |
| 5 | Consumer Staples | 5.64% |
