One Wealth Advisors' Q3-Q4 2022 Holdings Comparison: Analysis of Key Changes in Portfolio Holdings.

One Wealth Advisors, LLC is a wealth management firm that focuses on helping clients achieve their financial goals through strategic investment planning. As part of the firm's investment strategy, they regularly analyze their holdings and make adjustments as needed to ensure their clients' portfolios are well-positioned for success. In this blog post, we will summarize the changes in holdings of One Wealth Advisors' fund for the third and fourth quarters of 2022.

The data used in this analysis is sourced from One Wealth Advisors, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison CSV file. The table provides a summary of the changes in the fund's holdings for the two quarters, including the issuer name, option type (if applicable), the number of shares held, the value of those shares, and the percentage change in holdings between the two quarters.

The Q3 2022 vs. Q4 2022 13F Holdings Comparison File shows that One Wealth Advisors, LLC made several changes to their holdings during this period. The largest increase in holdings was for the SPDR Portfolio S&P 500 ETF (SPLG), which saw an increase of 14.9% in the number of shares and a 14.9% increase in value. This is not surprising, as the S&P 500 is a widely followed index that represents large-cap U.S. equities and is often used as a benchmark by many investors.

Another ETF that saw an increase in shares held was the iShares ESG Aware MSCI USA ETF (ESGU). Although the percentage change was only 2.9%, this still represents a positive change, as ESG investments have been growing in popularity over recent years. ESGU invests in U.S. companies that are screened for environmental, social, and governance (ESG) criteria, making it a popular choice among socially conscious investors.

One notable decrease in holdings was for the iShares US Treasury Bond ETF (GOVT), which saw a significant decrease of 61.6% in the value of shares held. This decrease may be due to the fact that treasury bond yields were rising during this period and may have prompted One Wealth Advisors to reduce its exposure to this asset class.

Another notable change was the addition of new positions in some companies, such as McGrath RentCorp (MGRC) and Enovix Corp (ENVX). Both companies are relatively small-cap and may provide exposure to specific sectors or themes that One Wealth Advisors views as attractive.

Overall, the changes in holdings made by One Wealth Advisors, LLC during the third and fourth quarters of 2022 demonstrate a commitment to staying on top of market trends and adjusting its portfolio accordingly. By analyzing their holdings and identifying attractive investment opportunities, One Wealth Advisors can help its clients achieve their financial goals over the long term.