NOI
Newton One Investments Portfolio holdings
AUM
$318M
This Quarter Return
+13.12%
1 Year Return
+9.8%
3 Year Return
+29.94%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.9%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$15.7M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$14.8M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$12.5M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$8.05M |
| 5 |
Vanguard Growth ETF
VUG
|
$7.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.96% |
| 2 | Financials | 0.6% |
| 3 | Communication Services | 0.47% |
| 4 | Consumer Discretionary | 0.27% |
| 5 | Healthcare | 0.2% |
