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Home > Institutional Investor > One Wealth Capital Management, Llc > Profile

Instuitional Investor - One Wealth Capital Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	One Wealth Capital Management, Llc
Portfolio Value	$222,914,943

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	92,163	$47,735,826	21.41%
2.	Ishares Trust	IEF	18,587	$12,440,375	5.58%
3.	Blackrock Etf Trust		166,371	$9,849,163	4.42%
4.	Ishares Tr		173,854	$8,120,707	3.64%
5.	Ishares Trust	IEF	64,343	$7,767,513	3.48%