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
$232M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.41M
3
+$460K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$171K
5
VTV icon
Vanguard Value ETF
VTV
+$115K

Top Sells

1
+$2.23M
2
+$63.7K
3
+$53.2K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$51.6K
5
VT icon
Vanguard Total World Stock ETF
VT
+$43.3K

Sector Composition

1 Technology 1.04%
2 Financials 0.39%
3 Consumer Discretionary 0.22%
4 Utilities 0.22%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.94K ﹤0.01%
30
102
$4.82K ﹤0.01%
85
103
$4.18K ﹤0.01%
31
+1
104
$3.88K ﹤0.01%
100
105
$3.79K ﹤0.01%
38
106
$2.74K ﹤0.01%
1,000
107
$2.62K ﹤0.01%
81
+2
108
$2.57K ﹤0.01%
+15
109
$1.7K ﹤0.01%
229
110
$1.66K ﹤0.01%
187
111
$1.56K ﹤0.01%
20
112
$1.41K ﹤0.01%
134
113
$1.27K ﹤0.01%
+24
114
$338 ﹤0.01%
100
115
$81 ﹤0.01%
69
116
$68 ﹤0.01%
10
1 2 3 4
5