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
$438M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$12.3M
3 +$7.1M
4
MBB icon
iShares MBS ETF
MBB
+$6.42M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$5.41M

Sector Composition

1 Technology 9.11%
2 Financials 2.7%
3 Healthcare 2.48%
4 Industrials 2.22%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$69.9K 0.02%
+2,888
352
$69.6K 0.02%
+1,334
353
$68.6K 0.02%
+2,119
354
$67.6K 0.02%
+219
355
$67.5K 0.02%
+795
356
$67.5K 0.02%
+333
357
$67.5K 0.02%
+1,810
358
$66.8K 0.02%
+2,848
359
$66.6K 0.02%
280
-869
360
$65.8K 0.02%
+373
361
$65.1K 0.01%
+2,172
362
$64.8K 0.01%
12,420
-26,065
363
$64.7K 0.01%
+293
364
$64.1K 0.01%
+2,425
365
$63.2K 0.01%
+187
366
$63.2K 0.01%
+264
367
$62.9K 0.01%
+622
368
$62.8K 0.01%
+1,419
369
$62K 0.01%
+2,087
370
$61.8K 0.01%
+2,063
371
$61.5K 0.01%
+287
372
$61K 0.01%
+267
373
$60.8K 0.01%
+866
374
$60.5K 0.01%
+1,094
375
$60.1K 0.01%
+1,021