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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	$228,848,970

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	91,995	$39,488,773	17.26%
2.	Ishares Trust	IEF	22,886	$16,362,703	7.15%
3.	Broadcom Inc.	AVGO	30,989	$12,390,332	5.41%
4.	Blackrock Etf Trust		143,169	$9,106,980	3.98%
5.	Ishares Trust	IEF	66,676	$8,612,539	3.76%