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
$174M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$343K
3 +$330K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$276K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$226K

Top Sells

1 +$100K
2 +$14.4K
3 +$9.98K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523

Sector Composition

1 Technology 1.64%
2 Financials 0.5%
3 Healthcare 0.34%
4 Consumer Discretionary 0.33%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$154 ﹤0.01%
69
127
$130 ﹤0.01%
10