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

Top Sells

1
+$8.69M
2
+$3.64M
3
+$1.27M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$1.06M
5
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$1.03M

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
401
$54.4K 0.01%
+1,238
402
$53.4K 0.01%
+620
403
$53.2K 0.01%
+546
404
$53K 0.01%
+899
405
$52.3K 0.01%
512
-1,795
406
$52.2K 0.01%
527
-7,000
407
$52K 0.01%
+3,230
408
$51.7K 0.01%
+590
409
$50.8K 0.01%
+319
410
$50.4K 0.01%
+479
411
$50.3K 0.01%
+1,362
412
$49.9K 0.01%
+488
413
$49.6K 0.01%
+200
414
$49K 0.01%
+1,433
415
$49K 0.01%
162
-782
416
$48.5K 0.01%
+279
417
$48.4K 0.01%
+194
418
$48.4K 0.01%
+673
419
$47.9K 0.01%
+480
420
$47.8K 0.01%
+747
421
$47.8K 0.01%
+1,969
422
$47.6K 0.01%
+464
423
$47.5K 0.01%
+714
424
$47.4K 0.01%
+947
425
$47.2K 0.01%
+1,479
15 16
17
18 19