StockDriftsStockDriftsTop 50 One Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.51% | 683.4K | $52.3M | +17.57%(+102.10K) | $55.39(+57.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.47% | 141.5K | $35.9M | -5.29%(-7.90K) | $114.19(+161.72%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.43% | 130.6K | $27.6M | -2.15%(-2.88K) | $192.43(+16.74%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.35% | 462.7K | $26.9M | -12.79%(-67.87K) | $46.18(+43.87%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.31% | 250.6K | $26.6M | +4.02%(+9.67K) | $106.73(-0.09%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.19% | 226.4K | $25.6M | +4.49%(+9.73K) | $82.91(+65.54%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.06% | 492.3K | $24.6M | +2.77%(+13.26K) | $49.78(+0.64%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.91% | 35.7K | $23.3M | -1.55%(-563) | $428.46(+74.05%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.46% | 851.9K | $19.8M | +6.86%(+54.68K) | $24.68(-6.48%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.24% | 93.9K | $18.0M | -1.03%(-982) | $127.96(+64.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.16% | +41.10% |
| Top 20 Holdings Unweighted | +11.17% | +37.39% |
Sign up free to track One Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.