OWM

OneAscent Wealth Management Portfolio holdings

AUM $271M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
-$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$2.82M
3 +$2.4M
4
JPM icon
JPMorgan Chase
JPM
+$534K
5
UCB
United Community Banks
UCB
+$524K

Sector Composition

1 Technology 1.77%
2 Healthcare 1.56%
3 Financials 1.28%
4 Industrials 1.23%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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