OWMIAS

One Wealth Management Investment & Advisory Services Portfolio holdings

AUM $77.6M
This Quarter Return
+18.54%
1 Year Return
+22.03%
3 Year Return
5 Year Return
10 Year Return
AUM
$77.6M
AUM Growth
+$77.6M
Cap. Flow
+$6.95M
Cap. Flow %
8.96%
Top 10 Hldgs %
69.56%
Holding
49
New
2
Increased
20
Reduced
19
Closed
1

Sector Composition

1 Technology 37.71%
2 Consumer Discretionary 17.58%
3 Communication Services 13.14%
4 Financials 1.84%
5 Consumer Staples 0.26%

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