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:
24.28%
Gain -0.88%
Monthly
1.01%
Yearly
12.9%
Drawdown
16.53%
$364.39M
Equity
Holdings
$364.39M
Investment
$326.04M
$46.64M
Profit -$2.23M
Realized
$8.29M
Unrealized
$38.35M
Dividends
$5.9M
Goals
Avg. 89.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$2.23M
Win %
58%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$4.17M
Win %
58%
This Month
Compared to last month
Gain
0.85%
Profit
$3.05M
Win %
58%
This Year
Compared to last year
Gain
3.93%
Profit
$13.76M
Win %
60%
KRMN Karman Holdings Inc.
+3.04%
+$5,073.78 
USB U.S. Bancorp
+2.74%
+$15,944.92 
PNC The PNC Financial Services Group, Inc.
+2.65%
+$12,734.22 
C Citigroup Inc.
+2.51%
+$7,749.72 
RTX RTX Corporation
+2.43%
+$8,153.6 
PM Philip Morris International Inc.
+2.4%
+$9,811.83 
TTE TotalEnergies SE
+2.24%
+$12,121.56 
JPM JPMorgan Chase & Co.
+2.14%
+$10,482.66 
CELH Celsius Holdings Inc.
+2.13%
+$4,129.8 
AIG American International Group Inc.
+2.08%
+$14,599.37 
COF Capital One Financial Corporation
+2.02%
+$17,379.34 
MCHP Microchip Technology Incorporated
+1.98%
+$7,982.1 
MLM Martin Marietta Materials, Inc.
+1.96%
+$8,935.89 
AMT American Tower Corporation
+1.95%
+$6,726 
TJX The TJX Companies, Inc.
+1.89%
+$4,261.53 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.85%
+$2,774.19 
RRC Range Resources Corporation
+1.83%
+$4,307.68 
HD The Home Depot, Inc.
+1.83%
+$11,839.89 
GE General Electric Company
+1.82%
+$5,701.38 
WFC Wells Fargo & Company
+1.8%
+$13,201.4 
BROS Dutch Bros Inc.
+1.78%
+$2,942.64 
LOW Lowe's Companies Inc.
+1.75%
+$10,665.45 
DIS The Walt Disney Company
+1.73%
+$24,209.25 
GD General Dynamics Corporation
+1.56%
+$7,486.5 
MSI Motorola Solutions, Inc.
+1.54%
+$8,172.46 
KO The Coca-Cola Company
+1.5%
+$10,806.78 
FTI TechnipFMC plc
+1.47%
+$3,335.59 
PG Procter & Gamble Co
+1.44%
+$6,836.5 
PCG PG&E Corporation
+1.31%
+$2,920.6 
MKC McCormick & Company, Incorporated
+1.29%
+$3,792.52 
VZ Verizon Communications Inc.
+1.28%
+$9,364.53 
CFR Cullen/Frost Bankers Inc.
+1.26%
+$5,397.08 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.24%
+$7,275.77 
CI The Cigna Group
+1.19%
+$3,348.81 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.19%
+$8,677.76 
ITA iShares U.S. Aerospace & Defense ETF
+1.18%
+$6,788.08 
AWK American Water Works Company, Inc.
+1.17%
+$4,609.72 
STZ Constellation Brands, Inc.
+1.16%
+$3,521.7 
NKE Nike, Inc. - Class B
+1.13%
+$2,889.18 
MRK Merck & Co., Inc.
+1.1%
+$7,386.44 
JNJ Johnson & Johnson
+1.09%
+$2,263.2 
XEL Xcel Energy Inc.
+1.06%
+$4,541.6 
CVX Chevron Corporation
+1.05%
+$8,624.96 
COST Costco Wholesale Corporation
+1.02%
+$4,294.91 
PJT PJT Partners Inc.
+1.01%
+$2,478.48 
AAPL Apple Inc.
+1.01%
+$37,527.16 
LLY Eli Lilly and Company
+1%
+$9,452.27 
MNST Monster Beverage Corporation
+0.98%
+$23,110.63 
BAC Bank of America Corporation
+0.97%
+$2,967 
ELS Equity Lifestyle Properties Inc.
+0.95%
+$2,580.39 
RPM RPM International Inc.
+0.94%
+$3,812.66 
WMB The Williams Companies, Inc.
+0.93%
+$2,155.52 
V Visa Inc. Class A
+0.9%
+$38,814.36 
EFV iShares MSCI EAFE Value ETF
+0.88%
+$42,938.49 
TXN Texas Instruments Inc
+0.81%
+$2,996.76 
LECO Lincoln Electric Holdings, Inc.
+0.81%
+$2,479.7 
SCHC Schwab International Small-Cap Equity ETF
+0.78%
+$2,729.92 
FCX Freeport-McMoRan Inc.
+0.72%
+$2,449.26 
FND Floor & Decor Holdings, Inc.
+0.72%
+$1,206.15 
ABBV AbbVie Inc.
+0.7%
+$2,330.3 
APD Air Products and Chemicals, Inc.
+0.66%
+$2,662.56 
B BARRICK MINING CORP Common Stock (ABR0)
+0.65%
+$1,795.64 
EFA iShares MSCI EAFE ETF
+0.61%
+$1,611.63 
MS Morgan Stanley
+0.59%
+$1,659.78 
AMP Ameriprise Financial, Inc.
+0.59%
+$3,993.05 
NVS Novartis AG Sponsored ADR
+0.59%
+$4,635.63 
AMGN Amgen Inc.
+0.58%
+$4,261.98 
VTV Vanguard Value ETF
+0.55%
+$2,209.42 
GS The Goldman Sachs Group, Inc.
+0.53%
+$1,362.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.51%
+$4,096.76 
SBUX Starbucks Corporation
+0.48%
+$4,018.5 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.46%
+$4,071.69 
CVS CVS Health Corporation
+0.45%
+$1,544.34 
BA Boeing Company
+0.45%
+$11,883.65 
UMBF UMB Financial Corporation
+0.41%
+$1,601.37 
MA Mastercard Incorporated
+0.39%
+$1,470.53 
EFG iShares MSCI EAFE Growth ETF
+0.36%
+$20,406.37 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.35%
+$779.02 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$29,560.18 
BMY Bristol-Myers Squibb Company
+0.31%
+$752.4 
CTVA Corteva Inc.
+0.31%
+$378.52 
TDY Teledyne Technologies Incorporated
+0.29%
+$1,744.02 
CSX CSX Corporation
+0.27%
+$716.04 
CRS Carpenter Technology Corporation
+0.26%
+$679 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.25%
+$899.81 
TLH iShares 10-20 Year Treasury Bond ETF
+0.22%
+$6,378.12 
LUV Southwest Airlines Co.
+0.22%
+$601.47 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.2%
+$4,955.7 
YUM Yum! Brands, Inc.
+0.19%
+$971.21 
ASML ASML Holding N.V. New York Registry Shares
+0.19%
+$576.46 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.18%
+$720.95 
CORO Ishares International Country Rotational Active ETF
+0.18%
+$4,994.21 
SEIC SEI Investments Company
+0.18%
+$1,365.91 
HWKN Hawkins Inc.
+0.18%
+$334.39 
CW Curtiss-Wright Corporation
+0.16%
+$671.59 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.16%
+$675.08 
IUSB iShares Core Universal USD Bond ETF
+0.15%
+$19,161.94 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$5,443.58 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.14%
+$845.78 
ECL Ecolab Inc.
+0.13%
+$749.19 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$1,069.64 
BINC iShares Flexible Income Active ETF
+0.13%
+$656.63 
MBB iShares MBS ETF
+0.12%
+$3,831.85 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.12%
+$786.45 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.11%
+$346.5 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$273 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.08%
+$197.22 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.08%
+$1,099.16 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.07%
+$147.45 
MPC Marathon Petroleum Corporation
+0.07%
+$307.22 
ISRG Intuitive Surgical, Inc.
+0.05%
+$480.94 
PH Parker-Hannifin Corporation
+0.02%
+$202.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$198.66 
SYSB iShares Systematic Bond ETF
+0.01%
+$56.45 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
DOCN DigitalOcean Holdings Inc.
-8.57%
-$12,625.48 
PANW Palo Alto Networks, Inc.
-6.94%
-$18,279.8 
RBRK Rubrik, Inc.
-6.55%
-$36,852.69 
IOT Samsara Inc. Class A Common Stock
-6.17%
-$20,198.4 
CVLT Commvault Systems Inc.
-6.13%
-$13,986.64 
RGEN Repligen Corporation
-5.01%
-$22,631.96 
SEI Solaris Energy Infrastructure Inc.
-3.77%
-$7,707.18 
SNPS Synopsys, Inc.
-3.77%
-$17,118.72 
STRL Sterling Infrastructure, Inc.
-3.59%
-$10,480.35 
ENTG Entegris, Inc.
-3.45%
-$11,695.3 
ORCL Oracle Corporation
-3.42%
-$68,355.22 
SNAP Snap Inc.
-3.42%
-$2,564.76 
LRCX Lam Research Corporation
-3.32%
-$7,515.35 
AMD Advanced Micro Devices, Inc.
-3.31%
-$11,823.23 
BAI iShares A.I. Innovation and Tech Active ETF
-3.3%
-$147,759.04 
MU Micron Technology, Inc.
-3.27%
-$19,523.21 
CRM Salesforce Inc
-3.15%
-$54,172.44 
WDAY Workday Inc.
-3.02%
-$11,017.94 
AMAT Applied Materials, Inc.
-2.97%
-$13,176.19 
RMBS Rambus Inc.
-2.89%
-$8,487.56 
NOVT Novanta Inc.
-2.72%
-$9,042.88 
KLAC KLA Corporation
-2.68%
-$7,590.98 
MRVL Marvell Technology, Inc.
-2.58%
-$26,570.99 
ADBE Adobe Inc.
-2.58%
-$7,327.21 
GLW Corning Incorporated
-2.55%
-$5,869.11 
AVGO Broadcom Inc.
-2.51%
-$244,425.32 
NFLX Netflix, Inc.
-2.51%
-$77,664.5 
CRDO Credo Technology Group Holding Ltd.
-2.49%
-$3,507.6 
ILMN Illumina, Inc.
-2.44%
-$10,905.73 
META Meta Platforms Inc Class A
-2.21%
-$146,235.46 
SPCX Space Exploration Technologies Corp. Class A
-2.07%
-$8,657.88 
CDNS Cadence Design Systems, Inc.
-1.95%
-$4,896.56 
ADSK Autodesk, Inc.
-1.92%
-$33,694.3 
MTUM iShares MSCI USA Momentum Factor ETF
-1.7%
-$49,499.37 
MSFT Microsoft Corp.
-1.65%
-$869,993.18 
CSCO Cisco Systems, Inc.
-1.6%
-$9,808.48 
GOOGL Alphabet Inc
-1.55%
-$98,771.7 
NVT nVent Electric plc
-1.54%
-$5,949 
EW Edwards Lifesciences Corporation
-1.51%
-$6,226.43 
LGND Ligand Pharmaceuticals Inc.
-1.49%
-$4,970.65 
GOOG Alphabet Inc
-1.49%
-$88,467.75 
TMO Thermo Fisher Scientific Inc.
-1.48%
-$14,282.72 
FIX Comfort Systems USA, Inc.
-1.47%
-$6,140.56 
MEDP Medpace Holdings Inc.
-1.46%
-$6,224.03 
UNH UnitedHealth Group Incorporated
-1.44%
-$3,028.93 
SHOP Shopify Inc.
-1.28%
-$32,913.14 
EPAM Epam Systems Inc.
-1.26%
-$5,035.8 
PLXS Plexus Corp.
-1.25%
-$2,266.42 
ESGE iShares ESG Aware MSCI EM ETF
-1.17%
-$5,255.03 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.08%
-$4,590.3 
DE Deere & Company
-1.04%
-$8,538.29 
VUG Vanguard Growth ETF
-1.04%
-$5,803.2 
CNC Centene Corporation
-1.03%
-$3,727.38 
TSLA Tesla, Inc.
-1%
-$45,771.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.99%
-$3,717.9 
BJ BJ's Wholesale Club Holdings, Inc.
-0.98%
-$4,183.42 
USXF iShares ESG Aware MSCI USA ETF
-0.95%
-$6,645.7 
IEMG iShares Core MSCI Emerging Markets ETF
-0.94%
-$67,779.4 
SPEM SPDR Portfolio Emerging Markets ETF
-0.94%
-$5,764.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$98,717.1 
QCOM QUALCOMM Incorporated
-0.87%
-$5,736.51 
VRTX Vertex Pharmaceuticals Incorporated
-0.81%
-$16,094.76 
XYZ Block, Inc.
-0.73%
-$3,509.58 
BLCR iShares Large Cap Core ACT ETF
-0.72%
-$29,046.81 
XLSR SPDR SSGA US Sector Rotation ETF
-0.66%
-$4,481.84 
UBER Uber Technologies, Inc.
-0.65%
-$2,467.9 
DSI iShares MSCI KLD 400 Social ETF
-0.62%
-$6,010.64 
FDS FactSet Research Systems Inc.
-0.59%
-$2,309.09 
EXPD Expeditors International of Washington, Inc.
-0.58%
-$5,617.88 
MDT Medtronic plc
-0.54%
-$2,120.26 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.45%
-$6,332.25 
THRO iShares U.S. Thematic Rotation Active ETF
-0.45%
-$17,208.4 
BX Blackstone Inc.
-0.42%
-$1,213.02 
ESGU iShares ESG Aware MSCI USA ETF
-0.41%
-$5,849.2 
AMZN Amazon.com Inc
-0.4%
-$24,397.37 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$48,996.92 
IALT iShares Systematic Alternatives Active ETF
-0.4%
-$10,312.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.4%
-$1,451.52 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$9,611.64 
VMI Valmont Industries, Inc.
-0.39%
-$1,362.9 
ARES Ares Management Corporation
-0.37%
-$2,975.84 
STE STERIS plc
-0.37%
-$881.5 
SPY SPDR S&P 500 ETF Trust
-0.36%
-$4,052.34 
AFRM Affirm Holdings, Inc.
-0.36%
-$992.48 
IVV iShares Core S&P 500 ETF
-0.35%
-$107,976.6 
NVO Novo Nordisk A/S Sponsored ADR
-0.34%
-$2,074.28 
UFPT UFP Technologies Inc.
-0.3%
-$1,153.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$5,720.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.27%
-$556.92 
ALC Alcon Inc.
-0.26%
-$727.6 
OSK Oshkosh Corporation
-0.25%
-$777.62 
BDYN iShares Dynamic Equity Active ETF
-0.25%
-$1,299.82 
HALO Halozyme Therapeutics Inc.
-0.16%
-$818.52 
USMV iShares MSCI USA Min Vol Factor ETF
-0.13%
-$689 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.06%
-$291.95 
NVDA NVIDIA Corporation
-0.06%
-$6,331.92 
MUB iShares National Muni Bond ETF
-0.05%
-$6,768.8 
REGN Regeneron Pharmaceuticals, Inc.
-0.05%
-$616.05 
BOOT Boot Barn Holdings, Inc.
-0.04%
-$78.2 
LEN Lennar Corporation
-0.04%
-$117.15 
MIR Mirion Technologies, Inc.
-0.03%
-$75.08 
LMUB iShares Long-Term National Muni Bond ETF
-0.03%
-$1,905.97 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.03%
-$109.33 
EVUS iShares ESG Aware MSCI USA Value ETF
-0.03%
-$121.83 
CAT Caterpillar Inc.
-0.02%
-$63.54 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.02%
-$49.9 
IAU iShares Gold Trust
-0.01%
-$80.22 Events
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Dividends
Dividend Analysis
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| Trades 916 | Longs Won 554/916 60% | Profit Factor 4.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $390,857.04 |
| Average Win $108,207.96 | Best Trade (Oct 15) $11.15M | Sharpe Ratio -12.37 |
| Average Loss -$36,767.72 | Worst Trade (Oct 15) -$393,267.81 | Z-Score 1.29 (80.22%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $50,914.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,846 | $2.9M | $3.75M | - | $843,452.36 | 29.05% | +1.012% |
| ABBV AbbVie Inc. | 1,171 | $294,670 | $334,191.69 | - | $39,521.69 | 13.41% | +0.702% |
| ADBE Adobe Inc. | 1,129 | $231,468 | $276,808.22 | - | $45,340.22 | 19.59% | -2.579% |
| ADSK Autodesk, Inc. | 7,169 | $1.58M | $1.72M | - | $143,153.32 | 9.06% | -1.917% |
| AFRM Affirm Holdings, Inc. | 3,609 | $294,314 | $273,002.8 | - | -$21,311.2 | -7.24% | -0.362% |
| AIG American International Group Inc. | 8,875 | $663,010.88 | $716,789.37 | - | $53,778.49 | 8.11% | +2.079% |
| ALC Alcon Inc. | 4,280 | $287,188 | $284,234.8 | - | -$2,953.2 | -1.03% | -0.255% |
| AMAT Applied Materials, Inc. | 1,031 | $508,681.59 | $430,164.13 | - | -$78,517.46 | -15.44% | -2.972% |
| AMD Advanced Micro Devices, Inc. | 636 | $369,459 | $345,755.04 | - | -$23,703.96 | -6.42% | -3.306% |
| AMGN Amgen Inc. | 1,698 | $578,057.69 | $741,244.92 | - | $163,187.23 | 28.23% | +0.578% |
| AMP Ameriprise Financial, Inc. | 1,349 | $656,721.71 | $681,973.47 | - | $25,251.76 | 3.85% | +0.589% |
| AMT American Tower Corporation | 1,900 | $310,783 | $351,310 | - | $40,527 | 13.04% | +1.952% |
| AMZN Amazon.com Inc | 23,687 | $5.39M | $6.01M | - | $621,527.54 | 11.53% | -0.404% |
| APD Air Products and Chemicals, Inc. | 1,355 | $397,259 | $404,555.57 | - | $7,296.57 | 1.84% | +0.663% |
| ARES Ares Management Corporation | 7,002 | $985,970.85 | $795,462.21 | - | -$190,508.64 | -19.32% | -0.373% |
| ASML ASML Holding N.V. New York Registry Shares | 183 | $364,068 | $303,887.97 | - | -$60,180.03 | -16.53% | +0.19% |
| AVGO Broadcom Inc. | 28,290 | $8.37M | $9.5M | - | $1.13M | 13.49% | -2.509% |
| AWK American Water Works Company, Inc. | 2,974 | $391,319 | $400,270.66 | - | $8,951.66 | 2.29% | +1.165% |
| B BARRICK MINING CORP Common Stock (ABR0) | 6,776 | $248,882 | $276,562.44 | - | $27,680.44 | 11.12% | +0.654% |
| BA Boeing Company | 13,899 | $2.85M | $2.64M | - | -$211,080.76 | -7.42% | +0.453% |
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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 - $2.06M, iShares MSCI EAFE Value ETF - $1.71M, iShares MSCI USA Quality Factor ETF - $985,547.62, iShares S&P 100 ETF - $808,138.51, and iShares Core Universal USD Bond ETF - $728,351.62. 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 - $206,891.05, 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 $5.9M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $671,423.85, Microsoft Corp - $607,741.38, iShares National Muni Bond ETF - $506,806.79, iShares MSCI EAFE Value ETF - $462,437.87, and iShares Core S&P 500 ETF - $370,567.09. 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.
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