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
$131M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1 +$711K
2 +$558K
3 +$489K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$459K
5
INTU icon
Intuit
INTU
+$459K

Top Sells

1 +$454K
2 +$444K
3 +$442K
4
ESRX
Express Scripts Holding Company
ESRX
+$441K
5
LPX icon
Louisiana-Pacific
LPX
+$403K

Sector Composition

1 Technology 10.4%
2 Financials 8.75%
3 Industrials 7.79%
4 Healthcare 6.29%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
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122
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327
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287
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115
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86
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$16K 0.01%
+60
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7,670
332
$16K 0.01%
768
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$16K 0.01%
342
335
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150
336
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368
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$15K 0.01%
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+42
338
$14K 0.01%
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339
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269
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343
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345
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$12K 0.01%
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$12K 0.01%
324
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$11K 0.01%
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349
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$11K 0.01%
+81