OWA
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One Wealth Advisors’s ePlus PLUS Stock Holding History

One Wealth Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,419
Closed -$62.8K – 487
2022
Q4 		$62.8K Buy
+1,419
New +$66.2K 0.01% 368
2019
Q2 		– Sell
-1,440
Closed -$64K – 394
2019
Q1 		$64K Buy
+1,440
New +$59.8K 0.05% 217
2018
Q4 		– Sell
-1,294
Closed -$60K – 378
2018
Q3 		$60K Hold
1,294
– – 0.05% 254
2018
Q2 		$61K Hold
1,294
– – 0.05% 251
2018
Q1 		$50K Buy
1,294
+716
+124% +$27.6K 0.04% 246
2017
Q4 		$22K Buy
+578
New +$24.4K 0.02% 321

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return