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
476
$3K ﹤0.01%
+94
477
$3K ﹤0.01%
+94
478
$3K ﹤0.01%
+170
479
$3K ﹤0.01%
+140
480
$3K ﹤0.01%
+365
481
$3K ﹤0.01%
+11
482
$3K ﹤0.01%
+114
483
$3K ﹤0.01%
+116
484
$3K ﹤0.01%
+72
485
$3K ﹤0.01%
+50
486
$3K ﹤0.01%
+121
487
$3K ﹤0.01%
+53
488
$3K ﹤0.01%
+150
489
$3K ﹤0.01%
+115
490
$3K ﹤0.01%
+134
491
$3K ﹤0.01%
+83
492
$3K ﹤0.01%
+134
493
$3K ﹤0.01%
+85
494
$3K ﹤0.01%
+92
495
$3K ﹤0.01%
+98
496
$3K ﹤0.01%
+67
497
$3K ﹤0.01%
+85
498
$3K ﹤0.01%
+149
499
$3K ﹤0.01%
+547
500
$3K ﹤0.01%
+94