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
551
$17.6K ﹤0.01%
+119
552
$17.6K ﹤0.01%
9,466
-3,000
553
$17.5K ﹤0.01%
+308
554
$17.5K ﹤0.01%
+462
555
$17.1K ﹤0.01%
+1,015
556
$17.1K ﹤0.01%
+640
557
$17K ﹤0.01%
+229
558
$16.7K ﹤0.01%
+1,776
559
$16.5K ﹤0.01%
+217
560
$16.4K ﹤0.01%
+1,495
561
$16.2K ﹤0.01%
+588
562
$16.2K ﹤0.01%
+335
563
$16K ﹤0.01%
+400
564
$15.9K ﹤0.01%
+65
565
$15.8K ﹤0.01%
+576
566
$15.7K ﹤0.01%
+332
567
$15.3K ﹤0.01%
+648
568
$15.3K ﹤0.01%
+439
569
$15.2K ﹤0.01%
+247
570
$15.2K ﹤0.01%
+307
571
$15.1K ﹤0.01%
+81
572
$15.1K ﹤0.01%
+86
573
$15K ﹤0.01%
+223
574
$15K ﹤0.01%
+2,207
575
$14.8K ﹤0.01%
+583