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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	$355,090,655

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	97,862	$36,504,483	10.28%
2.	Ishares Trust	IEF	40,140	$30,060,614	8.47%
3.	Ishares Tr - NATIONAL MUN ETF		135,376	$14,569,202	4.1%
4.	Ishares Tr		294,799	$13,604,970	3.83%
5.	Blackrock Etf Trust	DYNF	174,989	$11,901,002	3.35%