NOI
Newton One Investments Portfolio holdings
AUM
$318M
1-Year Return
9.8%
This Quarter Return
-5.32%
1 Year Return
+9.8%
3 Year Return
+29.94%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$5.97M
(+4.4%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
9.16%
Top 10 Holdings %
Top 10 Hldgs %
76.9%
Holding
127
New
1
Increased
10
Reduced
6
Closed
7
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.99M |
| 2 |
Vanguard Total Bond Market
BND
|
$5.67M |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.01M |
| 4 |
Vanguard Growth ETF
VUG
|
$264K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$107K |
Top Sells
Sector Composition
| 1 | Technology | 1.43% |
| 2 | Financials | 0.51% |
| 3 | Consumer Staples | 0.41% |
| 4 | Healthcare | 0.41% |
| 5 | Communication Services | 0.27% |
