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
$179M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Sells

1 +$13.7M
2 +$11.2M
3 +$8.3M
4
AAPL icon
Apple
AAPL
+$6.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.71M

Sector Composition

1 Healthcare 12.38%
2 Technology 10.35%
3 Consumer Staples 6.71%
4 Utilities 5.23%
5 Financials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
$87.3K 0.05%
1,000
153
$85.8K 0.05%
826
+306
154
$83.6K 0.05%
509
+3
155
$83.1K 0.05%
200
-100
156
$82.2K 0.05%
695
157
0
158
$76.9K 0.04%
+2,400
159
$76.5K 0.04%
+800
160
$73.6K 0.04%
1,607
-1
161
$72.8K 0.04%
6,085
162
$70.4K 0.04%
1,437
+315
163
0
164
$67.8K 0.04%
+600
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$67.8K 0.04%
+600
166
$67.8K 0.04%
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167
0
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$67.8K 0.04%
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170
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$67K 0.04%
1,392
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174
$67K 0.04%
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175
$67K 0.04%
+700