One Wealth Capital Management LLC Portfolio
Invests via One Wealth Capital Management LLC | Managed by Ryan Cleary
Invests via One Wealth Capital Management LLC
Managed by Ryan Cleary
Automatically Tracked
Company Profile
Boutique wealth manager focused on advisory and discretionary portfolio management for high-net-worth individuals and families, offering multi-asset wealth planning, retirement solutions and tax-aware strategies. One Wealth Capital Management LLC positions itself as a client-centric advisor blending financial planning with concentrated advisory sleeves, often using ETFs, managed accounts and alternative allocations to pursue risk-adjusted returns and preserve capital across market cycles.
Boutique wealth manager focused on advisory and discretionary portfolio management for high-net-worth individuals and families, offering multi-asset wealth planning, retirement solutions and tax-aware strategies. One Wealth Capital Management LLC positions itself as a client-centric advisor blending financial planning with concentrated advisory sleeves, often using ETFs, managed accounts and alternative allocations to pursue risk-adjusted returns and preserve capital across market cycles.
Investment Philosophy & Strategy
Boutique wealth manager focused on advisory and discretionary portfolio management for high-net-worth individuals and families, offering multi-asset wealth planning, retirement solutions and tax-aware strategies. One Wealth Capital Management LLC positions itself as a client-centric advisor blending financial planning with concentrated advisory sleeves, often using ETFs, managed accounts and alternative allocations to pursue risk-adjusted returns and preserve capital across market cycles.
Boutique wealth manager focused on advisory and discretionary portfolio management for high-net-worth individuals and families, offering multi-asset wealth planning, retirement solutions and tax-aware strategies. One Wealth Capital Management LLC positions itself as a client-centric advisor blending financial planning with concentrated advisory sleeves, often using ETFs, managed accounts and alternative allocations to pursue risk-adjusted returns and preserve capital across market cycles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
25.37%
Gain +0.71%
Monthly
1.14%
Yearly
14.54%
Drawdown
16.53%
$366.86M
Equity
Holdings
$366.86M
Investment
$326.04M
$49.03M
Profit +$1.42M
Realized
$8.21M
Unrealized
$40.82M
Dividends
$5.17M
Goals
Avg. 96% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$1.42M
Win %
65%
This Week
Compared To Last Week
Gain
0.39%
Profit
$1.42M
Win %
65%
This Month
Compared to last month
Gain
3.33%
Profit
$11.83M
Win %
65%
This Year
Compared to last year
Gain
4.61%
Profit
$16.16M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$854,626.72 
GOOG Alphabet Inc
+6.88%
+$396,508.14 
GOOGL Alphabet Inc
+6.73%
+$408,729.3 
NVT nVent Electric plc
+6.24%
+$23,875.32 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$13,064.02 
SNPS Synopsys, Inc.
+4.41%
+$15,953.55 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$11,289.6 
FND Floor & Decor Holdings, Inc.
+4.11%
+$8,296.85 
FTI TechnipFMC plc
+3.98%
+$9,094.06 
PLXS Plexus Corp.
+3.86%
+$7,087.29 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$38,863.95 
META Meta Platforms Inc Class A
+3.28%
+$158,518.8 
ARES Ares Management Corporation
+3.2%
+$27,797.91 
CRS Carpenter Technology Corporation
+3.17%
+$11,164.99 
MSFT Microsoft Corp.
+3.02%
+$1.33M 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$4,668.91 
NVDA NVIDIA Corporation
+2.93%
+$301,294.23 
STRL Sterling Infrastructure, Inc.
+2.76%
+$10,490.19 
NOVT Novanta Inc.
+2.62%
+$8,968.96 
CVX Chevron Corporation
+2.35%
+$16,950 
MRVL Marvell Technology, Inc.
+2.32%
+$18,168.9 
CNC Centene Corporation
+2.27%
+$7,046.28 
GLW Corning Incorporated
+2.24%
+$5,044.95 
CDNS Cadence Design Systems, Inc.
+2.16%
+$5,587.18 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$11,688.95 
CSCO Cisco Systems, Inc.
+2.14%
+$13,542.39 
KRMN Karman Holdings Inc.
+1.97%
+$4,581.18 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,372.65 
FIX Comfort Systems USA, Inc.
+1.88%
+$8,981.69 
EPAM Epam Systems Inc.
+1.83%
+$6,213 
CRM Salesforce Inc
+1.83%
+$23,077.28 
ORCL Oracle Corporation
+1.81%
+$34,363.56 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$7,928.67 
ENTG Entegris, Inc.
+1.66%
+$4,481.41 
RMBS Rambus Inc.
+1.62%
+$4,592.15 
VZ Verizon Communications Inc.
+1.52%
+$11,500.3 
RRC Range Resources Corporation
+1.49%
+$3,344.12 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,110.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$149,241.6 
PH Parker-Hannifin Corporation
+1.43%
+$16,405.62 
GE General Electric Company
+1.42%
+$5,040.06 
WDAY Workday Inc.
+1.41%
+$4,143.34 
KLAC KLA Corporation
+1.38%
+$4,038.8 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$52,366.22 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$12,021.34 
WFC Wells Fargo & Company
+1.19%
+$9,037.2 
CVLT Commvault Systems Inc.
+1.19%
+$1,981.68 
AMAT Applied Materials, Inc.
+1.18%
+$6,082.92 
MSI Motorola Solutions, Inc.
+1.14%
+$5,743.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,472.6 
VUG Vanguard Growth ETF
+1.1%
+$5,803.2 
RBRK Rubrik, Inc.
+1.09%
+$3,701.88 
VMI Valmont Industries, Inc.
+1.07%
+$3,919.32 
CW Curtiss-Wright Corporation
+1.02%
+$6,011.48 
ADBE Adobe Inc.
+1.01%
+$2,833.8 
TDY Teledyne Technologies Incorporated
+0.98%
+$6,089.69 
TTE TotalEnergies SE
+0.95%
+$5,081.27 
MIR Mirion Technologies, Inc.
+0.94%
+$2,102.38 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$4,082.43 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$32,695.96 
WMB The Williams Companies, Inc.
+0.89%
+$2,121.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$92,744.17 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$4,683.9 
TSLA Tesla, Inc.
+0.76%
+$29,839.59 
MPC Marathon Petroleum Corporation
+0.76%
+$2,225.1 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$51,995.16 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,673.62 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$9,609.32 
CAT Caterpillar Inc.
+0.7%
+$2,001.51 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,782 
IVV iShares Core S&P 500 ETF
+0.69%
+$205,516.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,378.88 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$15,218.43 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$4,256.46 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$26,865.07 
BROS Dutch Bros Inc.
+0.61%
+$1,612.4 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$3,870.68 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$4,261.87 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$6,754.4 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,596.06 
PJT PJT Partners Inc.
+0.45%
+$1,364.96 
CSX CSX Corporation
+0.42%
+$1,156.68 
RTX RTX Corporation
+0.39%
+$1,505.28 
AVGO Broadcom Inc.
+0.37%
+$40,737.6 
PG Procter & Gamble Co
+0.37%
+$1,603.25 
BAC Bank of America Corporation
+0.36%
+$1,305.48 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$8,837.67 
GD General Dynamics Corporation
+0.32%
+$1,739.72 
MRK Merck & Co., Inc.
+0.32%
+$1,898.76 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$7,912.28 
JPM JPMorgan Chase & Co.
+0.27%
+$1,373.34 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$2,026.56 
SEI Solaris Energy Infrastructure Inc.
+0.25%
+$407.29 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,861.63 
JNJ Johnson & Johnson
+0.21%
+$434.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,340.88 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$1,250.79 
BDYN iShares Dynamic Equity Active ETF
+0.18%
+$941.9 
USB U.S. Bancorp
+0.17%
+$1,117.14 
MS Morgan Stanley
+0.17%
+$555.84 
UMBF UMB Financial Corporation
+0.15%
+$434.96 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.14%
+$369.26 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$3,437.48 
ISRG Intuitive Surgical, Inc.
+0.1%
+$786.94 
C Citigroup Inc.
+0.1%
+$326.01 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$477 
FDS FactSet Research Systems Inc.
+0.07%
+$219.31 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$397.32 
DIS The Walt Disney Company
+0.03%
+$380.25 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$116.78 
ILMN Illumina, Inc.
+0.01%
+$16.67 
SNAP Snap Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
CTVA Corteva Inc.
-11.9%
-$100,591.69 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$69,603.42 
AAPL Apple Inc.
-7.35%
-$265,943.92 
MU Micron Technology, Inc.
-5.9%
-$33,146.42 
SHOP Shopify Inc.
-4.29%
-$75,621 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$8,414.3 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$10,766.13 
CI The Cigna Group
-2.99%
-$8,110.63 
LGND Ligand Pharmaceuticals Inc.
-2.95%
-$9,773.75 
MLM Martin Marietta Materials, Inc.
-2.75%
-$13,760.35 
QCOM QUALCOMM Incorporated
-2.63%
-$14,767.03 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$6,572.72 
ABBV AbbVie Inc.
-2.51%
-$7,576.37 
AFRM Affirm Holdings, Inc.
-2.37%
-$6,279.66 
YUM Yum! Brands, Inc.
-2.37%
-$12,458.28 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$3,674.58 
PCG PG&E Corporation
-2.25%
-$6,872 
BA Boeing Company
-2.15%
-$66,159.1 
NFLX Netflix, Inc.
-2%
-$62,254.4 
AWK American Water Works Company, Inc.
-1.93%
-$7,851.36 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,876.65 
RGEN Repligen Corporation
-1.8%
-$6,350.72 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,195.05 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,648.13 
LEN Lennar Corporation
-1.67%
-$5,467 
SQ Block, Inc.
-1.64%
-$8,168.85 
LRCX Lam Research Corporation
-1.58%
-$3,835.21 
IAU iShares Gold Trust
-1.46%
-$18,128.59 
NVS Novartis AG Sponsored ADR
-1.45%
-$11,995.07 
LUV Southwest Airlines Co.
-1.38%
-$4,210.29 
NKE Nike, Inc. - Class B
-1.37%
-$3,989.82 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,106.51 
MNST Monster Beverage Corporation
-1.3%
-$32,978.09 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,928.5 
STE STERIS plc
-1.22%
-$3,020.77 
TJX The TJX Companies, Inc.
-1.21%
-$2,997.1 
DE Deere & Company
-1.13%
-$8,595.19 
TXN Texas Instruments Inc
-1.08%
-$4,004.55 
LOW Lowe's Companies Inc.
-1.08%
-$7,068.79 
KO The Coca-Cola Company
-1.02%
-$7,047.9 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$1,849.46 
EW Edwards Lifesciences Corporation
-0.98%
-$3,964.4 
ALC Alcon Inc.
-0.96%
-$2,867.6 
MCHP Microchip Technology Incorporated
-0.96%
-$3,909.61 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$18,013.6 
HWKN Hawkins Inc.
-0.92%
-$1,693.37 
HALO Halozyme Therapeutics Inc.
-0.91%
-$3,274.08 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$44,653.95 
CVS CVS Health Corporation
-0.75%
-$2,904.83 
MA Mastercard Incorporated
-0.74%
-$2,609.5 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$6,373.06 
RPM RPM International Inc.
-0.7%
-$3,082.56 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$2,082.42 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$19,208.5 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$2,775.14 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$2,723.57 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$2,408.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,410.12 
AMGN Amgen Inc.
-0.64%
-$4,211.06 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,879.2 
AMT American Tower Corporation
-0.63%
-$2,090.02 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,675.08 
PM Philip Morris International Inc.
-0.61%
-$2,409.54 
ECL Ecolab Inc.
-0.61%
-$3,284.91 
SBUX Starbucks Corporation
-0.57%
-$5,130 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$16,704.48 
COF Capital One Financial Corporation
-0.54%
-$4,897.44 
LLY Eli Lilly and Company
-0.53%
-$4,646.54 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$26,566.26 
CELH Celsius Holdings Inc.
-0.48%
-$963.62 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$1,928.8 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,423.46 
HD The Home Depot, Inc.
-0.42%
-$2,923.21 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$1,436.8 
MBB iShares MBS ETF
-0.4%
-$12,888.95 
AIG American International Group Inc.
-0.39%
-$2,751.25 
MDT Medtronic plc
-0.37%
-$1,317.44 
OSK Oshkosh Corporation
-0.36%
-$1,239.3 
ADSK Autodesk, Inc.
-0.33%
-$5,520.13 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$709.8 
VTV Vanguard Value ETF
-0.27%
-$1,068.47 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$10,368.72 
BX Blackstone Inc.
-0.25%
-$843.86 
COST Costco Wholesale Corporation
-0.24%
-$982.67 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$1,668.8 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$29,479.9 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,072.55 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,429.9 
MEDP Medpace Holdings Inc.
-0.21%
-$806.82 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$16,221.69 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$1,131.48 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$344.05 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$354.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$462 
MKC McCormick & Company, Incorporated
-0.12%
-$385.68 
STZ Constellation Brands, Inc.
-0.12%
-$351 
MUB iShares National Muni Bond ETF
-0.11%
-$16,245.12 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$6,353.25 
UFPT UFP Technologies Inc.
-0.1%
-$320.5 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$197.22 
BINC iShares Flexible Income Active ETF
-0.08%
-$404.07 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$163.8 
SEIC SEI Investments Company
-0.06%
-$431.35 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$412.35 
V Visa Inc. Class A
-0.04%
-$1,517.77 
XEL Xcel Energy Inc.
-0.04%
-$170.31 
UBER Uber Technologies, Inc.
-0.01%
-$53.65 Events
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Dividends
Dividend Analysis
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| Trades 916 | Longs Won 588/916 64% | Profit Factor 6.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $331,719.91 |
| Average Win $99,892.38 | Best Trade (Aug 31) $8.43M | Sharpe Ratio -12.37 |
| Average Loss -$29,347.29 | Worst Trade (Aug 02) -$681,280.79 | Z-Score 6.21 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 3d | Expectancy $53,529.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,846 | $2.9M | $3.35M | - | $447,031.06 | 15.4% | -7.354% |
| ABBV AbbVie Inc. | 1,171 | $294,670 | $293,850.74 | - | -$819.26 | -0.28% | -2.513% |
| ADBE Adobe Inc. | 1,129 | $231,468 | $282,712.89 | - | $51,244.89 | 22.14% | +1.013% |
| ADSK Autodesk, Inc. | 7,169 | $1.58M | $1.68M | - | $98,275.38 | 6.22% | -0.328% |
| AFRM Affirm Holdings, Inc. | 3,609 | $294,314 | $258,079.59 | - | -$36,234.41 | -12.31% | -2.375% |
| AIG American International Group Inc. | 8,875 | $663,010.88 | $697,397.5 | - | $34,386.62 | 5.19% | -0.393% |
| ALC Alcon Inc. | 4,280 | $287,188 | $295,063.2 | - | $7,875.2 | 2.74% | -0.963% |
| AMAT Applied Materials, Inc. | 1,031 | $508,681.59 | $523,407.78 | - | $14,726.19 | 2.89% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 636 | $369,459 | $302,831.39 | - | -$66,627.61 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 1,698 | $578,057.69 | $654,001.68 | - | $75,943.99 | 13.14% | -0.64% |
| AMP Ameriprise Financial, Inc. | 1,349 | $656,721.71 | $736,338.2 | - | $79,616.49 | 12.12% | +0.253% |
| AMT American Tower Corporation | 1,900 | $310,783 | $329,384 | - | $18,601 | 5.99% | -0.631% |
| AMZN Amazon.com Inc | 23,687 | $5.39M | $6.43M | - | $1.04M | 19.38% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,355 | $397,259 | $399,575.96 | - | $2,316.96 | 0.58% | -1.769% |
| ARES Ares Management Corporation | 7,002 | $985,970.85 | $896,886.15 | - | -$89,084.7 | -9.04% | +3.199% |
| ASML ASML Holding N.V. New York Registry Shares | 183 | $364,068 | $298,107 | - | -$65,961 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 28,290 | $8.37M | $11.01M | - | $2.65M | 31.61% | +0.371% |
| AWK American Water Works Company, Inc. | 2,974 | $391,319 | $399,021.58 | - | $7,702.58 | 1.97% | -1.93% |
| B BARRICK MINING CORP Common Stock (ABR0) | 6,776 | $248,882 | $248,882.48 | - | $0.48 | - | -2.573% |
| BA Boeing Company | 13,899 | $2.85M | $3M | - | $158,007.19 | 5.55% | -2.155% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for One Wealth Capital Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $1.97M, iShares MSCI EAFE Value ETF - $1.71M, iShares MSCI USA Quality Factor ETF - $981,599.88, iShares S&P 100 ETF - $808,138.51, and iShares Gold Trust - $715,114.33. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ServiceNow, Inc - $388,281.43, Adobe Inc - $241,419.98, Zoetis Inc - $207,937.48, Thermo Fisher Scientific Inc - $207,542.47, and Accenture plc Class A - $165,559.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does One Wealth Capital Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.17M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $621,903.51, Microsoft Corp - $518,686.96, iShares MSCI EAFE Value ETF - $462,437.87, iShares National Muni Bond ETF - $429,757.54, and iShares Core S&P 500 ETF - $282,154.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are One Wealth Capital Management LLC's monthly returns?
One Wealth Capital Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can One Wealth Capital Management LLC's strategy be considered aggressive or moderate?
One Wealth Capital Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow One Wealth Capital Management LLC's strategy?
One Wealth Capital Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
