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
$408M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.9M
3
+$7.87M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.23M
5
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$5.59M

Top Sells

1
+$5.67M
2
+$5.08M
3
+$4.83M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.47M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.84M

Sector Composition

1 Technology 11.07%
2 Financials 2.3%
3 Consumer Discretionary 2.08%
4 Healthcare 1.56%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
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