OWA
One Wealth Advisors Portfolio holdings
AUM
$719M
1-Year Return
13.6%
This Quarter Return
+6.88%
1 Year Return
+13.6%
3 Year Return
+57.09%
5 Year Return
+101.81%
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.82%
Holding
577
New
575
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$17.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$12.7M |
| 3 |
iShares Select Dividend ETF
DVY
|
+$11.7M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$7.03M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 10.25% |
| 2 | Technology | 9.56% |
| 3 | Industrials | 8.6% |
| 4 | Consumer Discretionary | 6.79% |
| 5 | Healthcare | 5.91% |
