NOI
Newton One Investments Portfolio holdings
AUM
$338M
1-Year Est. Return
9.55%
1 Year Est. Return
+9.55%
AUM
$318M
AUM Growth
+$38.1M
(+14%)
Holding
129
Top Buys
| 1 | +$19.9M | |
| 2 | +$1.5M | |
| 3 | +$1.12M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$330K |
| 5 |
Vanguard Value ETF
VTV
|
+$269K |
Top Sells
| 1 | +$976K | |
| 2 | +$635K | |
| 3 | +$486K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$435K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$425K |
Sector Composition
| 1 | Technology | 0.82% |
| 2 | Financials | 0.4% |
| 3 | Utilities | 0.24% |
| 4 | Consumer Discretionary | 0.2% |
| 5 | Communication Services | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Total International Stock ETF
VXUS
$107B
| $415 | ﹤0.01% |
6
|
|
||
127
Douglas Elliman
DOUG
$216M
| $161 | ﹤0.01% |
69
|
|
||
128
Beyond Meat
BYND
$49.6M
| $35 | ﹤0.01% |
10
|
|
||
129
iShares S&P 100 ETF
OEF
$26.9B
| – | – |
-46
|
|