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
$113M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$494K
2 +$454K
3 +$390K
4
ARCB icon
ArcBest
ARCB
+$377K
5
AMP icon
Ameriprise Financial
AMP
+$376K

Top Sells

1 +$8.42M
2 +$1.67M
3 +$1.34M
4
AXP icon
American Express
AXP
+$1.13M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M

Sector Composition

1 Technology 9.52%
2 Industrials 9.24%
3 Financials 9.2%
4 Healthcare 6.11%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$5K ﹤0.01%
101
+29
377
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146
378
$5K ﹤0.01%
490
379
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74
380
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75
381
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125
382
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23
383
$4K ﹤0.01%
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384
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98
+68
385
$4K ﹤0.01%
265
386
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387
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+1
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43
390
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391
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92
-3,394
392
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97
+7
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240
+195
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60
+40
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396
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387
397
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398
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102
+1
399
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27
+3
400
$4K ﹤0.01%
17
+11