StockDriftsStockDriftsTop 50 One Wealth Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 17.26% | 92.0K | $39.5M | -0.39%(-362) | $425.97(-4.87%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.15% | 22.9K | $16.4M | +24.32%(+4.48K) | $599.64(+24.37%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.41% | 31.0K | $12.4M | +18.28%(+4.79K) | $279.49(+49.13%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.98% | 143.2K | $9.1M | -14.67%(-24.60K) | $51.40(+29.27%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.76% | 66.7K | $8.6M | +3.24%(+2.09K) | $99.34(+38.17%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.62% | 37.6K | $8.3M | -12.40%(-5.32K) | $197.26(+13.88%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.61% | 178.5K | $8.3M | +1.93%(+3.38K) | $46.14(-0.32%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.39% | 100.4K | $7.8M | -13.10%(-15.13K) | $57.34(+43.10%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.26% | 69.5K | $7.5M | -5.74%(-4.23K) | $107.55(-0.85%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.93% | 87.5K | $6.7M | -4.40%(-4.03K) | $56.74(+38.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.52% | +10.93% |
| Top 20 Holdings Unweighted | +7.71% | +24.95% |
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