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
$134M
AUM Growth
-$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$664K
2 +$565K
3 +$138K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$74.4K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$50K

Sector Composition

1 Technology 1.52%
2 Financials 0.55%
3 Consumer Staples 0.46%
4 Healthcare 0.42%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,154
127
$0 ﹤0.01%
10