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
$137M
AUM Growth
-$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$788K
2 +$464K
3 +$409K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$258K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$237K

Top Sells

1 +$149K
2 +$87.6K
3 +$29.9K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$8.95K
5
DIS icon
Walt Disney
DIS
+$5.2K

Sector Composition

1 Technology 1.97%
2 Financials 0.63%
3 Consumer Staples 0.47%
4 Healthcare 0.44%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7
127
-6
128
-35
129
-9
130
-22
131
$0 ﹤0.01%
69
132
$0 ﹤0.01%
10