OPW

Oxler Private Wealth Portfolio holdings

AUM $344M
1-Year Est. Return 29.24%
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$1.54M
2
+$1.34M
3
+$1.16M
4
BABA icon
Alibaba
BABA
+$1.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.06M

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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