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
401
$5K ﹤0.01%
+51
402
$5K ﹤0.01%
+386
403
$5K ﹤0.01%
+86
404
$5K ﹤0.01%
+204
405
$5K ﹤0.01%
+23
406
$5K ﹤0.01%
+204
407
$5K ﹤0.01%
+110
408
$5K ﹤0.01%
+119
409
$5K ﹤0.01%
+61
410
$5K ﹤0.01%
+77
411
$5K ﹤0.01%
+330
412
$5K ﹤0.01%
+94
413
$5K ﹤0.01%
+180
414
$5K ﹤0.01%
+96
415
$5K ﹤0.01%
+87
416
$5K ﹤0.01%
+74
417
$5K ﹤0.01%
+183
418
$5K ﹤0.01%
+44
419
$5K ﹤0.01%
+149
420
$5K ﹤0.01%
+44
421
$5K ﹤0.01%
+75
422
$5K ﹤0.01%
+125
423
$5K ﹤0.01%
+218
424
$5K ﹤0.01%
+64
425
$5K ﹤0.01%
+59