NOI

Newton One Investments Portfolio holdings

AUM $338M
1-Year Est. Return 9.55%
This Quarter Est. Return
1 Year Est. Return
+9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14.8M
3
+$12.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.05M
5
VUG icon
Vanguard Growth ETF
VUG
+$7.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.96%
2 Financials 0.6%
3 Communication Services 0.47%
4 Consumer Discretionary 0.27%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33K 0.03%
+500
52
$27K 0.03%
+117
53
$23K 0.02%
+418
54
$21K 0.02%
+38
55
$20K 0.02%
+479
56
$20K 0.02%
+1,252
57
$19K 0.02%
+599
58
$18K 0.02%
+259
59
$17K 0.02%
+200
60
$12K 0.01%
+60
61
$11K 0.01%
+961
62
$7K 0.01%
+320
63
$6K 0.01%
+1,500
64
$2K ﹤0.01%
+105
65
$2K ﹤0.01%
+105
66
$1K ﹤0.01%
+179
1 2
3