NOI
Newton One Investments Portfolio holdings
AUM
$318M
This Quarter Return
+4.2%
1 Year Return
+9.8%
3 Year Return
+29.94%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+5.6%)
Cap. Flow
+$2.13M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
77.33%
Holding
137
New
4
Increased
45
Reduced
9
Closed
7
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$341K |
| 2 |
Vanguard Growth ETF
VUG
|
$326K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$254K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$184K |
| 5 |
Vanguard Value ETF
VTV
|
$152K |
Top Sells
| 1 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$31.9K |
| 2 |
Automatic Data Processing
ADP
|
$26K |
| 3 |
Wells Fargo
WFC
|
$17K |
| 4 |
Bank of America
BAC
|
$16K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$15.2K |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Financials | 0.62% |
| 3 | Communication Services | 0.48% |
| 4 | Consumer Staples | 0.44% |
| 5 | Healthcare | 0.41% |
