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OWCM
One Wealth Capital Management Portfolio holdings
AUM
$229M
1-Year Est. Return
16.9%
This Fund
S&P 500
1 Year Est. Return
+16.9%
AUM
$229M
AUM Growth
-$6.03M
(-2.6%)
Holding
152
Top Buys
| 1 | +$3.79M | |
| 2 | +$3.29M | |
| 3 | +$3.06M | |
| 4 |
BlackRock Large Cap Core ETF
BLCR
|
+$2.69M |
| 5 |
IDEF
iShares Defense Industrials Active ETF
IDEF
|
+$2.1M |
Top Sells
| 1 | +$6.28M | |
| 2 | +$2.13M | |
| 3 | +$1.87M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.49M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$1.49M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Communication Services | 6.11% |
| 3 | Consumer Discretionary | 3.06% |
| 4 | Financials | 2.45% |
| 5 | Industrials | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Constellation Brands
STZ
$24B
| – | – |
-1,463
|
|
||
152
Uber
UBER
$145B
| – | – |
-5,911
|
|