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

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
476
$30.3K 0.01%
+1,398
477
$30.1K 0.01%
+1,432
478
$30K 0.01%
+190
479
$29.6K 0.01%
363
-3,971
480
$29.6K 0.01%
+340
481
$29.3K 0.01%
+305
482
$28.4K 0.01%
+270
483
$28.2K 0.01%
+870
484
$28.1K 0.01%
+290
485
$27.8K 0.01%
+619
486
$27.1K 0.01%
223
-1,697
487
$27K 0.01%
+400
488
$26.9K 0.01%
+3,299
489
$26.5K 0.01%
+85
490
$26.4K 0.01%
+538
491
$26.3K 0.01%
+501
492
$26.2K 0.01%
+600
493
$25.7K 0.01%
+583
494
$25.4K 0.01%
+1,575
495
$25.3K 0.01%
+192
496
$25.2K 0.01%
+372
497
$25.1K 0.01%
+185
498
$25K 0.01%
+722
499
$24.9K 0.01%
+326
500
$24.8K 0.01%
+143