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
$241M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.24M
3 +$730K
4
SHAK icon
Shake Shack
SHAK
+$633K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$529K

Top Sells

1 +$1.62M
2 +$1.51M
3 +$956K
4
B
Barrick Mining
B
+$789K
5
BYND icon
Beyond Meat
BYND
+$696K

Sector Composition

1 Consumer Discretionary 14.15%
2 Healthcare 13.61%
3 Technology 12.76%
4 Communication Services 12.44%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-79,440
127
-1,075
128
-210