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
601
$12.6K ﹤0.01%
+2,150
602
$12.5K ﹤0.01%
+3,821
603
$12.4K ﹤0.01%
+380
604
$12.3K ﹤0.01%
+363
605
$12.3K ﹤0.01%
+763
606
$12.2K ﹤0.01%
+169
607
$12.2K ﹤0.01%
+95
608
$12.2K ﹤0.01%
+173
609
$12.2K ﹤0.01%
+1,114
610
$12.1K ﹤0.01%
+500
611
$11.9K ﹤0.01%
+59
612
$11.8K ﹤0.01%
+108
613
$11.8K ﹤0.01%
+351
614
$11.7K ﹤0.01%
+284
615
$11.7K ﹤0.01%
+80
616
$11.7K ﹤0.01%
+27
617
$11.7K ﹤0.01%
+2,000
618
$11.4K ﹤0.01%
+122
619
$11.1K ﹤0.01%
+205
620
$11.1K ﹤0.01%
+800
621
$11K ﹤0.01%
+148
622
$11K ﹤0.01%
+50
623
$11K ﹤0.01%
+149
624
$10.9K ﹤0.01%
+209
625
$10.8K ﹤0.01%
+119