NOI
Newton One Investments Portfolio holdings
AUM
$339M
1-Year Est. Return
13%
This Fund
S&P 500
1 Year Est. Return
+13%
AUM
$338M
AUM Growth
+$19.9M
(+6.3%)
Holding
128
Top Buys
| 1 | +$3.86M | |
| 2 | +$553K | |
| 3 | +$331K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$320K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$87.4K |
Top Sells
| 1 | +$910K | |
| 2 | +$457K | |
| 3 | +$422K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$197K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$141K |
Sector Composition
| 1 | Technology | 0.95% |
| 2 | Financials | 0.39% |
| 3 | Utilities | 0.23% |
| 4 | Consumer Discretionary | 0.19% |
| 5 | Communication Services | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.5B
| – | – |
-28
|
|
||
127
State Street Technology Select Sector SPDR ETF
XLK
$87.2B
| – | – |
-6
|
|
||
128
Vanguard Russell 2000 ETF
VTWO
$13.7B
| – | – |
-66
|
|