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 | +$4.02M | |
| 2 | +$558K | |
| 3 | +$334K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$326K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$88.8K |
Top Sells
| 1 | +$945K | |
| 2 | +$478K | |
| 3 | +$439K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$203K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$146K |
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
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.5B
| – | – |
-109
|
|
||
127
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
| – | – |
-28
|
|
||
128
iShares MBS ETF
MBB
$39.4B
| – | – |
-36
|
|