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Ashleigh Swayze

Oneascent Wealth Management Llc

Assets Managed
$302.456M
Holdings
157
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
0.68%(2Q avg: 0.81%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oneascent Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 157 positions.

Assets under management

The assets under management (AUM) of Oneascent Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 302.456M in assets, with a quarterly growth rate of 0.68% and a 2-quarter average growth rate of 0.81%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OACP
Oneascent Core Plus Bond Etf
Recent Activity
Increased 5.57%
19.25%
$58.206M
2.562M shares@ $22.73 avg price
OAIM
Oneascent Intl Eqty Etf
Recent Activity
Increased 3.71%
13.6%
$41.108M
954,737 shares@ $43.06 avg price
OALC
Oneascent Large Cap Core
Recent Activity
Increased 0.58%
13.24%
$40.031M
1.168M shares@ $34.28 avg price
OAEM
Oneascent Emrg Markets Etf
Recent Activity
Increased 2.88%
5.98%
$18.079M
448,430 shares@ $40.32 avg price
OASC
Oneascent Small Cap Core Etf
Recent Activity
Increased 9.5%
5.73%
$17.321M
581,253 shares@ $29.8 avg price
ELCV
Eventide High Dividend Etf
Recent Activity
Decreased -14.17%
2.34%
$7.056M
243,321 shares@ $29.0 avg price
IBD
Inspire Corporate Bond Etf
Recent Activity
Increased 0.47%
2.31%
$6.977M
292,461 shares@ $23.86 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 15.52%
1.87%
$5.63M
142,604 shares@ $39.49 avg price
CLOI
Vaneck Clo Etf
Recent Activity
Decreased -0.68%
1.45%
$4.371M
82,934 shares@ $52.71 avg price
HYBL
Spdr Blackstone High Income
Recent Activity
Decreased -4.92%
1.41%
$4.24M
152,287 shares@ $27.84 avg price

1-10 of 157