OWA

One Wealth Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$5.75M
3
+$4.99M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.82M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.12M

Top Sells

1
+$5.11M
2
+$2.85M
3
+$1.44M
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$1.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$718K

Sector Composition

1 Technology 11.13%
2 Financials 3.05%
3 Communication Services 3.01%
4 Consumer Discretionary 2.38%
5 Industrials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
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