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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 $213,037,712
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 107,177 $53,310,912 25.02%
2.
Ishares Trust
 IEF 19,911 $12,362,819 5.8%
3.
Ishares Tr
 204,282 $9,443,934 4.43%
4.
Ishares Tr - NATIONAL MUN ETF
 75,914 $7,931,495 3.72%
5.
Blackrock Etf Trust
 141,855 $7,725,423 3.63%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)