NOI
Newton One Investments Portfolio holdings
AUM
$318M
This Quarter Return
+6.27%
1 Year Return
+9.8%
3 Year Return
+29.94%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+10%)
Cap. Flow
+$6.22M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
74.37%
Holding
124
New
4
Increased
12
Reduced
29
Closed
6
Top Buys
| 1 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$2.51M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.04M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.73M |
| 4 |
Vanguard Growth ETF
VUG
|
$844K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$270K |
Top Sells
Sector Composition
| 1 | Technology | 1.26% |
| 2 | Financials | 0.52% |
| 3 | Healthcare | 0.39% |
| 4 | Consumer Staples | 0.34% |
| 5 | Consumer Discretionary | 0.25% |
