NOI
Newton One Investments Portfolio holdings
AUM
$338M
1-Year Est. Return
9.55%
1 Year Est. Return
+9.55%
AUM
$338M
AUM Growth
+$19.9M
(+6.3%)
Holding
128
Top Buys
| 1 | +$4.02M | |
| 2 | +$558K | |
| 3 | +$334K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$326K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$88.8K |
Top Sells
| 1 | +$945K | |
| 2 | +$478K | |
| 3 | +$439K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$203K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$146K |
Sector Composition
| 1 | Technology | 0.95% |
| 2 | Financials | 0.39% |
| 3 | Utilities | 0.23% |
| 4 | Consumer Discretionary | 0.19% |
| 5 | Communication Services | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Russell 2000 ETF
VTWO
$13.6B
| – | – |
-66
|
|
||
127
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
| – | – |
-3
|
|
||
128
iShares Gold Trust
IAU
$65.4B
| – | – |
-14
|
|