One Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$60.8M |
| 2 |
Amazon
AMZN
|
+$24.9M |
| 3 |
Phillips 66
PSX
|
+$17.7M |
| 4 |
AbbVie
ABBV
|
+$17.6M |
| 5 |
Microsoft
MSFT
|
+$12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.97M |
| 2 |
Apple
AAPL
|
+$1.79M |
| 3 |
Medifast
MED
|
+$748K |
| 4 |
Cadence Design Systems
CDNS
|
+$747K |
| 5 |
JPMorgan Chase
JPM
|
+$736K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.52% |
| 2 | Healthcare | 5.28% |
| 3 | Industrials | 4.51% |
| 4 | Financials | 3.86% |
| 5 | Consumer Discretionary | 3.48% |
Similar funds
One Wealth Advisors's Q4 2018 Portfolio in Review
As of Q4 2018, One Wealth Advisors held 588 positions worth $100M, down 23% from $131M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
One Wealth Advisors deployed $133M of net new capital in Q4 2018, opening 12 new positions and adding to 52 existing holdings. Its largest new stake was iShares Russell 1000 ETF: 46,490 shares worth $6.45M.
By sector, the portfolio is most concentrated in Technology at 5.5% of assets, down from 10% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $1.97M trimmed.
- One Wealth Advisors's largest Q4 2018 buy was iShares Russell 1000 ETF: 46,490 shares worth $6.45M.
- One Wealth Advisors added most to UnitedHealth in Q4 2018, an estimated $60.8M increase.
- One Wealth Advisors's biggest Q4 2018 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.97M.
- One Wealth Advisors fully exited Apple in Q4 2018, selling an estimated $1.79M.
- One Wealth Advisors's ten largest holdings make up 67% of its $100M portfolio in Q4 2018.
- One Wealth Advisors opened 12 new positions and closed 482 in Q4 2018.
- One Wealth Advisors's portfolio value fell 23% quarter-over-quarter to $100M.
Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.