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Home > Institutional Investor > One Wealth Management Investment & Advisory Services, Llc > Profile

Instuitional Investor - One Wealth Management Investment & Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: One Wealth Management Investment & Advisory Services, Llc
Portfolio Value $60,374,076
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 42,631 $9,469,718 15.69%
2.
Amazon Com Inc
 AMZN 30,665 $5,834,323 9.66%
3.
Nvidia Corp
 NVDA 52,527 $5,692,858 9.43%
4.
Microsoft Corp
 MSFT 12,083 $4,535,878 7.51%
5.
Meta Platforms Inc.
 META 6,899 $3,976,342 6.59%
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)