Top 50 One Wealth Map LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CWB | SPDR SERIES TRUST | 18.44% | 371.5K | $37.8M | -6.09%(-24.10K) | $69.36(+52.88%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 5.63% | 181.7K | $11.5M | +17.47%(+27.02K) | $73.89(-15.30%) | 2026-03-31 | |
| TIP | ISHARES TR | 3.93% | 72.4K | $8.1M | +3.59%(+2.51K) | $108.53(+2.39%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 3.79% | 113.9K | $7.8M | +2.14%(+2.38K) | $76.99(-11.69%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.69% | 101.7K | $7.6M | -2.79%(-2.91K) | $76.13(-2.16%) | 2026-03-31 | |
| DES | WISDOMTREE TR | 3.46% | 183.6K | $7.1M | -2.36%(-4.44K) | $29.52(+28.64%) | 2026-03-31 | |
| DLN | WISDOMTREE TR | 3.39% | 73.9K | $7.0M | -2.11%(-1.59K) | $65.03(+45.81%) | 2026-03-31 | |
| XLP | SELECT SECTOR SPDR TR | 3.37% | 82.1K | $6.9M | -2.52%(-2.12K) | $75.54(+12.16%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 3.2% | 37.9K | $6.6M | -4.39%(-1.74K) | $105.28(+64.91%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.13% | 109.1K | $6.4M | -7.10%(-8.33K) | $43.16(+33.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.22% | +19.84% |
| Top 20 Holdings Unweighted | +8.21% | +26.70% |
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