Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > One Wealth Capital Management, Llc > Profile

Instuitional Investor - One Wealth Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: One Wealth Capital Management, Llc
Portfolio Value $186,399,321
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 107,458 $40,338,659 21.64%
2.
Ishares Trust
 IEF 30,437 $17,102,618 9.18%
3.
Ishares Tr
 207,642 $9,568,128 5.13%
4.
Ishares Tr - NATIONAL MUN ETF
 75,589 $7,970,104 4.28%
5.
Ishares Tr - MSCI USA QLT FCT
 40,548 $6,929,189 3.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)