OWA
One Wealth Advisors Portfolio holdings
AUM
$797M
1-Year Est. Return
16.01%
1 Year Est. Return
+16.01%
AUM
$113M
AUM Growth
-$9.71M
(-7.9%)
Holding
622
Top Buys
| 1 | +$494K | |
| 2 | +$454K | |
| 3 | +$390K | |
| 4 |
ArcBest
ARCB
|
+$377K |
| 5 |
Ameriprise Financial
AMP
|
+$376K |
Top Sells
| 1 | +$8.42M | |
| 2 | +$1.67M | |
| 3 | +$1.34M | |
| 4 |
American Express
AXP
|
+$1.13M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.1M |
Sector Composition
| 1 | Technology | 9.52% |
| 2 | Industrials | 9.24% |
| 3 | Financials | 9.2% |
| 4 | Healthcare | 6.11% |
| 5 | Consumer Discretionary | 5.82% |