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
$217M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$14.3M
3
+$1.76M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$877K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$843K

Top Sells

1
+$1.77M
2
+$1.13M
3
+$659K
4
VV icon
Vanguard Large-Cap ETF
VV
+$479K
5
AAPL icon
Apple
AAPL
+$429K

Sector Composition

1 Technology 1.16%
2 Financials 0.38%
3 Consumer Discretionary 0.23%
4 Communication Services 0.23%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$125K 0.06%
737
-123
52
$124K 0.06%
845
+5
53
$117K 0.05%
4,719
+159
54
$115K 0.05%
2,342
+15
55
$104K 0.05%
613
+6
56
$97.4K 0.04%
6,445
57
$93.7K 0.04%
1,038
58
$86.3K 0.04%
430
+3
59
$77.6K 0.04%
825
+12
60
$73.6K 0.03%
866
+4
61
$61.4K 0.03%
121
+1
62
$58.5K 0.03%
476
63
$56.7K 0.03%
1,000
64
$55.6K 0.03%
1,500
65
$45.7K 0.02%
307
-24
66
$45.3K 0.02%
+277
67
$41.7K 0.02%
117
68
$41.3K 0.02%
1,524
69
$37.1K 0.02%
381
-211
70
$36.8K 0.02%
977
-1,056
71
$36.8K 0.02%
1,361
+18
72
$36.4K 0.02%
902
+20
73
$34.9K 0.02%
127
74
$27.1K 0.01%
1,669
-338
75
$21.9K 0.01%
373
-57
1 2
3
4 5