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
376
$59.7K 0.01%
+1,720
377
$59.7K 0.01%
+266
378
$59.3K 0.01%
+248
379
$59.2K 0.01%
+300
380
$59.1K 0.01%
+126
381
$59.1K 0.01%
+320
382
$59K 0.01%
+2,601
383
$58.7K 0.01%
+438
384
$58.6K 0.01%
+767
385
$58.4K 0.01%
+451
386
$58.4K 0.01%
+1,671
387
$57.7K 0.01%
+754
388
$57.6K 0.01%
+816
389
$57.5K 0.01%
+407
390
$57.2K 0.01%
+978
391
$56.9K 0.01%
+336
392
$56.9K 0.01%
+2,050
393
$56.7K 0.01%
+464
394
$56.5K 0.01%
+575
395
$55.7K 0.01%
+354
396
$55.7K 0.01%
+876
397
$55.7K 0.01%
+1,101
398
$55.6K 0.01%
+308
399
$55K 0.01%
+664
400
$54.5K 0.01%
+1,086