NOI
Newton One Investments Portfolio holdings
AUM
$318M
This Quarter Return
+5.05%
1 Year Return
+9.8%
3 Year Return
+29.94%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+11%)
Cap. Flow
+$6.03M
Cap. Flow
% of AUM
5.36%
Top 10 Holdings %
Top 10 Hldgs %
80.9%
Holding
71
New
5
Increased
30
Reduced
4
Closed
–
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$3.39M |
| 2 |
Vanguard Growth ETF
VUG
|
$696K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$481K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$394K |
| 5 |
Vanguard Total Bond Market
BND
|
$322K |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$70.5K |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$56.2K |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$51.1K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$10.3K |
Sector Composition
| 1 | Technology | 1.64% |
| 2 | Financials | 0.62% |
| 3 | Communication Services | 0.48% |
| 4 | Consumer Discretionary | 0.25% |
| 5 | Industrials | 0.23% |
