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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 $197,133,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 107,122 $45,151,923 22.9%
2.
Ishares Trust
 IEF 35,275 $20,765,677 10.53%
3.
Ishares Tr
 216,196 $9,772,077 4.95%
4.
Ishares Tr - NATIONAL MUN ETF
 77,746 $8,283,836 4.2%
5.
Ishares Trust
 IEF 75,723 $7,688,176 3.89%
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)