OWA

One Wealth Advisors Portfolio holdings

AUM $803M
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$6.06M
3
+$5.19M
4
AAPL icon
Apple
AAPL
+$4.98M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.85M

Top Sells

1
+$11.8M
2
+$3.74M
3
+$2.17M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.75M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.63M

Sector Composition

1 Technology 10.83%
2 Financials 2.32%
3 Communication Services 1.74%
4 Consumer Discretionary 1.71%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
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