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
76
$21.5K 0.01%
491
77
$20.7K 0.01%
89
-18
78
$19.1K 0.01%
191
-28
79
$18.5K 0.01%
38
80
$18.4K 0.01%
128
+1
81
$17.9K 0.01%
324
+3
82
$16.8K 0.01%
232
+2
83
$16.1K 0.01%
333
+11
84
$15.9K 0.01%
950
85
$15.1K 0.01%
96
+1
86
$14.6K 0.01%
297
-59
87
$14.4K 0.01%
962
88
$13.3K 0.01%
173
+1
89
$12.5K 0.01%
202
+3
90
$11.9K 0.01%
102
+2
91
$10.6K ﹤0.01%
116
+1
92
$10K ﹤0.01%
50
93
$9.76K ﹤0.01%
178
+2
94
$8.27K ﹤0.01%
173
+1
95
$7.93K ﹤0.01%
78
96
$7.6K ﹤0.01%
129
+2
97
$7.46K ﹤0.01%
30
98
$6.46K ﹤0.01%
137
+1
99
$6.4K ﹤0.01%
48
+1
100
$5.92K ﹤0.01%
131
+1
2 3
4
5 6