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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 $224,441,707
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 119,586 $44,969,169 20.03%
2.
Ishares Trust
 IEF 62,296 $29,754,599 13.25%
3.
Apple Inc.
 AAPL 51,702 $9,954,221 4.43%
4.
Amazon Com Inc
 AMZN 57,544 $8,743,235 3.89%
5.
Ishares Tr
 65,770 $7,130,126 3.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)