OPW
Oxler Private Wealth Portfolio holdings
AUM
$318M
1-Year Return
23.44%
This Quarter Return
+10.75%
1 Year Return
+23.44%
3 Year Return
+98.24%
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$177M
Cap. Flow
% of AUM
99.88%
Top 10 Holdings %
Top 10 Hldgs %
41.65%
Holding
221
New
220
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$17.3M |
| 2 |
Invesco QQQ Trust
QQQ
|
$8.84M |
| 3 |
Meta Platforms (Facebook)
META
|
$8.22M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$7.37M |
| 5 |
Microsoft
MSFT
|
$7.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 15.46% |
| 2 | Healthcare | 13.23% |
| 3 | Communication Services | 12.9% |
| 4 | Technology | 11.48% |
| 5 | Utilities | 7.55% |
