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
576
$14.8K ﹤0.01%
+205
577
$14.8K ﹤0.01%
+263
578
$14.8K ﹤0.01%
+118
579
$14.7K ﹤0.01%
+82
580
$14.5K ﹤0.01%
+518
581
$14.5K ﹤0.01%
+171
582
$14.4K ﹤0.01%
+1,936
583
$14.3K ﹤0.01%
+409
584
$14.2K ﹤0.01%
+204
585
$14.2K ﹤0.01%
+224
586
$13.7K ﹤0.01%
+524
587
$13.7K ﹤0.01%
+1,104
588
$13.6K ﹤0.01%
+198
589
$13.5K ﹤0.01%
+607
590
$13.2K ﹤0.01%
+354
591
$13.2K ﹤0.01%
+1,000
592
$13.2K ﹤0.01%
+258
593
$13.2K ﹤0.01%
+420
594
$13.1K ﹤0.01%
+260
595
$13.1K ﹤0.01%
+866
596
$12.9K ﹤0.01%
+316
597
$12.7K ﹤0.01%
+336
598
$12.6K ﹤0.01%
+123
599
$12.6K ﹤0.01%
+666
600
$12.6K ﹤0.01%
+165