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
$197M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.3M
3
+$1.21M
4
BABA icon
Alibaba
BABA
+$1.17M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.03M

Top Sells

1
+$870K
2
+$282K
3
+$270K
4
SNOW icon
Snowflake
SNOW
+$247K
5
UL icon
Unilever
UL
+$195K

Sector Composition

1 Consumer Discretionary 15.15%
2 Healthcare 14.11%
3 Communication Services 12.89%
4 Technology 10.79%
5 Utilities 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
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