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
$174M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$343K
3
+$330K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$276K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$226K

Top Sells

1
+$100K
2
+$14.4K
3
+$9.98K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523

Sector Composition

1 Technology 1.64%
2 Financials 0.5%
3 Healthcare 0.34%
4 Consumer Discretionary 0.33%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.3K 0.02%
+750
77
$32.7K 0.02%
2,000
78
$28.8K 0.02%
1,136
79
$23.9K 0.01%
430
+1
80
$23.4K 0.01%
107
+1
81
$23.3K 0.01%
217
+2
82
$22.5K 0.01%
1,252
83
$20.4K 0.01%
491
84
$19.7K 0.01%
+500
85
$16.9K 0.01%
1,009
+8
86
$16.7K 0.01%
38
87
$16.7K 0.01%
229
+1
88
$15.7K 0.01%
95
+1
89
$15.2K 0.01%
950
90
$15K 0.01%
353
+3
91
$15K 0.01%
126
+1
92
$14.4K 0.01%
599
93
$12.2K 0.01%
171
+1
94
$11.7K 0.01%
199
+3
95
$11.7K 0.01%
+300
96
$11.2K 0.01%
+100
97
$10.7K 0.01%
+600
98
$9.82K 0.01%
171
99
$9.45K 0.01%
112
+1
100
$9.4K 0.01%
200
2 3
4
5 6