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
126
$205K 0.09%
1,000
127
$204K 0.09%
+5,132
128
-18,080