OWA

One Wealth Advisors Portfolio holdings

AUM $818M
1-Year Est. Return 17.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.61%
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 Buys

1 +$16.6M
2 +$12.5M
3 +$11.4M
4
MAR icon
Marriott International
MAR
+$7.95M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.9M

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
401
$5K ﹤0.01%
+86
402
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+90
403
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406
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408
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409
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410
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411
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412
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415
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416
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421
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+490
422
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423
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+74
424
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425
$5K ﹤0.01%
+44