OWA

One Wealth Advisors Portfolio holdings

AUM $803M
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.88M
3
+$5.48M
4
CFLT
Confluent
CFLT
+$4.57M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.12M

Top Sells

1
+$2.77M
2
+$2.6M
3
+$2.42M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.89M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1M

Sector Composition

1 Technology 12.08%
2 Financials 2.16%
3 Consumer Discretionary 2.16%
4 Communication Services 1.55%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
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