NOI
Newton One Investments Portfolio holdings
AUM
$318M
This Quarter Return
+4.63%
1 Year Return
+9.8%
3 Year Return
+29.94%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+12%)
Cap. Flow
+$8.47M
Cap. Flow
% of AUM
6.72%
Top 10 Holdings %
Top 10 Hldgs %
77.98%
Holding
115
New
44
Increased
40
Reduced
7
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.73M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.37M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$727K |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$615K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$549K |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$213K |
| 2 |
Vanguard Small-Cap ETF
VB
|
$157K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$134K |
| 4 |
Pinterest
PINS
|
$74K |
| 5 |
Vanguard Value ETF
VTV
|
$61.9K |
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Financials | 0.67% |
| 3 | Communication Services | 0.49% |
| 4 | Consumer Staples | 0.45% |
| 5 | Healthcare | 0.43% |
