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OWA
One Wealth Advisors Portfolio holdings
AUM
$803M
1-Year Est. Return
17.67%
This Fund
S&P 500
This Quarter
Est. Return
+6.38%
1 Year Est. Return
+17.67%
3 Year Est. Return
+54.53%
5 Year Est. Return
+61.43%
10 Year Est. Return
–
AUM
$261M
AUM Growth
+$76.8M
(+42%)
Cap. Flow
+$64.5M
Cap. Flow
% of AUM
24.74%
Top 10 Holdings %
Top 10 Hldgs %
59.83%
Holding
174
New
47
Increased
79
Reduced
30
Closed
17
Top Buys
| 1 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$14.2M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$12M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$8.01M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$5.37M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$5.33M |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
+$13.1M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$3.08M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.65M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.92M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$619K |
Sector Composition
| 1 | Technology | 9.72% |
| 2 | Financials | 3.04% |
| 3 | Consumer Discretionary | 2.28% |
| 4 | Communication Services | 1.51% |
| 5 | Healthcare | 1.5% |
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