OPW
Oxler Private Wealth Portfolio holdings
AUM
$318M
1-Year Return
23.44%
This Quarter Return
+6.01%
1 Year Return
+23.44%
3 Year Return
+98.24%
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
+$6.86M
(+3.8%)
Cap. Flow
+$3.06M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
42.11%
Holding
441
New
9
Increased
44
Reduced
31
Closed
253
Top Buys
| 1 |
Amazon
AMZN
|
$8.82M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.74M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.59M |
| 4 |
Apple
AAPL
|
$3.05M |
| 5 |
AbbVie
ABBV
|
$2.55M |
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.93M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.91M |
| 3 |
Virtus InfraCap US Preferred Stock ETF
PFFA
|
$1.8M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$1.66M |
| 5 |
Dollar General
DG
|
$1.05M |
Sector Composition
| 1 | Healthcare | 15.88% |
| 2 | Technology | 9.3% |
| 3 | Consumer Discretionary | 8.51% |
| 4 | Communication Services | 7.4% |
| 5 | Utilities | 6.64% |
