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
$140M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$5.99M
2 +$5.67M
3 +$1.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107K

Sector Composition

1 Technology 1.43%
2 Financials 0.51%
3 Consumer Staples 0.41%
4 Healthcare 0.41%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-216
127
-367