OWM
OneAscent Wealth Management Portfolio holdings
AUM
$298M
1-Year Est. Return
11.43%
1 Year Est. Return
+11.43%
AUM
$192M
AUM Growth
-$68.3M
(-26%)
Holding
185
Top Buys
| 1 | +$9.52M | |
| 2 | +$4.22M | |
| 3 | +$1.46M | |
| 4 |
OASC
OneAscent Enhanced Small and Mid Cap ETF
OASC
|
+$619K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$493K |
Top Sells
| 1 | +$7.76M | |
| 2 | +$5.86M | |
| 3 | +$5.42M | |
| 4 |
OneAscent International Equity ETF
OAIM
|
+$4.29M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.37M |
Sector Composition
| 1 | Technology | 3.36% |
| 2 | Financials | 2.21% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Industrials | 1.63% |
| 5 | Healthcare | 1.51% |