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
$217M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$1.77M
2 +$1.13M
3 +$659K
4
VV icon
Vanguard Large-Cap ETF
VV
+$479K
5
AAPL icon
Apple
AAPL
+$429K

Sector Composition

1 Technology 1.16%
2 Financials 0.38%
3 Consumer Discretionary 0.23%
4 Communication Services 0.23%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,180