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
$306M
AUM Growth
-$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.75M
3
+$4.49M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.35M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$4.23M

Top Sells

1
+$12.7M
2
+$7.31M
3
+$6.94M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.92M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.96M

Sector Composition

1 Technology 12.81%
2 Consumer Discretionary 3.13%
3 Financials 2.92%
4 Healthcare 1.96%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
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