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
$318M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$1.5M
3 +$1.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$330K
5
VTV icon
Vanguard Value ETF
VTV
+$269K

Sector Composition

1 Technology 0.82%
2 Financials 0.4%
3 Utilities 0.24%
4 Consumer Discretionary 0.2%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSFT icon
76
Microsoft
MSFT
$3.42T
$37.4K 0.01%
75
APD icon
77
Air Products & Chemicals
APD
$59.5B
$37.4K 0.01%
132
IEMG icon
78
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
$34.3K 0.01%
+572
QUAL icon
79
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$33.8K 0.01%
185
-198
TSLA icon
80
Tesla
TSLA
$1.46T
$33.4K 0.01%
105
T icon
81
AT&T
T
$167B
$27.5K 0.01%
950
WFC icon
82
Wells Fargo
WFC
$273B
$24.7K 0.01%
308
+2
MO icon
83
Altria Group
MO
$104B
$23.4K 0.01%
399
+7
JNJ icon
84
Johnson & Johnson
JNJ
$527B
$23.1K 0.01%
151
+1
XOM icon
85
Exxon Mobil
XOM
$548B
$21.7K 0.01%
201
+2
UTZ icon
86
Utz Brands
UTZ
$900M
$21.4K 0.01%
1,705
+7
QCOM icon
87
Qualcomm
QCOM
$171B
$20.9K 0.01%
131
PINS icon
88
Pinterest
PINS
$17.5B
$17.9K 0.01%
500
VSGX icon
89
Vanguard ESG International Stock ETF
VSGX
$5.88B
$17.6K 0.01%
269
+3
CMCSA icon
90
Comcast
CMCSA
$101B
$17.5K 0.01%
491
MDLZ icon
91
Mondelez International
MDLZ
$73.9B
$16.3K 0.01%
242
+2
GE icon
92
GE Aerospace
GE
$343B
$16.1K 0.01%
63
MMM icon
93
3M
MMM
$89.1B
$15.4K ﹤0.01%
101
SCZ icon
94
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$15.4K ﹤0.01%
212
+3
LYFT icon
95
Lyft
LYFT
$7.32B
$15.2K ﹤0.01%
962
HD icon
96
Home Depot
HD
$378B
$14.7K ﹤0.01%
40
ECL icon
97
Ecolab
ECL
$78.5B
$13.8K ﹤0.01%
51
CTVA icon
98
Corteva
CTVA
$47.1B
$13.1K ﹤0.01%
175
DD icon
99
DuPont de Nemours
DD
$18B
$12.2K ﹤0.01%
425
+2
CSCO icon
100
Cisco
CSCO
$297B
$11.2K ﹤0.01%
161