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
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K 0.01%
+108
377
$7K 0.01%
+121
378
$7K 0.01%
+250
379
$7K 0.01%
+348
380
$7K 0.01%
+418
381
$6K ﹤0.01%
+280
382
$6K ﹤0.01%
+56
383
$6K ﹤0.01%
+61
384
$6K ﹤0.01%
+102
385
$6K ﹤0.01%
+419
386
$6K ﹤0.01%
+308
387
$6K ﹤0.01%
+168
388
$6K ﹤0.01%
+237
389
$6K ﹤0.01%
+182
390
$6K ﹤0.01%
+257
391
$6K ﹤0.01%
+166
392
$6K ﹤0.01%
+29
393
$6K ﹤0.01%
+99
394
$6K ﹤0.01%
+73
395
$6K ﹤0.01%
+394
396
$5K ﹤0.01%
+90
397
$5K ﹤0.01%
+102
398
$5K ﹤0.01%
+265
399
$5K ﹤0.01%
+122
400
$5K ﹤0.01%
+94