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
426
$47.1K 0.01%
+598
427
$47K 0.01%
+142
428
$46.6K 0.01%
+1,370
429
$46.6K 0.01%
+200
430
$45.8K 0.01%
+3,005
431
$45.5K 0.01%
+275
432
$45.3K 0.01%
+376
433
$45K 0.01%
+2,649
434
$44.5K 0.01%
+111
435
$43.8K 0.01%
+537
436
$43.6K 0.01%
590
-2,801
437
$43.5K 0.01%
+1,011
438
$43.5K 0.01%
+287
439
$43.5K 0.01%
+962
440
$42.9K 0.01%
+1,655
441
$42.4K 0.01%
+161
442
$42.1K 0.01%
+1,699
443
$41.6K 0.01%
+307
444
$41.5K 0.01%
+1,482
445
$40.9K 0.01%
+58
446
$40.7K 0.01%
+395
447
$40.6K 0.01%
+768
448
$40.5K 0.01%
+552
449
$40.4K 0.01%
3,475
-9,916
450
$40.4K 0.01%
+243
16 17
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