W

WealthOne Portfolio holdings

AUM $248M
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$10.2M
3 +$6.91M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.04%
2 Communication Services 2.51%
3 Consumer Discretionary 1.75%
4 Financials 1.68%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$18K 0.02%
+638
302
$18K 0.02%
+370
303
$18K 0.02%
+360
304
$18K 0.02%
+719
305
$17K 0.01%
+285
306
$17K 0.01%
+600
307
$17K 0.01%
+150
308
$17K 0.01%
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309
$17K 0.01%
+400
310
$17K 0.01%
+385
311
$16K 0.01%
+181
312
$16K 0.01%
+525
313
$16K 0.01%
+574
314
$16K 0.01%
+769
315
$16K 0.01%
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316
$16K 0.01%
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317
$16K 0.01%
+67
318
$16K 0.01%
+448
319
$16K 0.01%
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320
$15K 0.01%
+825
321
$15K 0.01%
+1,053
322
$15K 0.01%
+227
323
$15K 0.01%
+295
324
$15K 0.01%
+210
325
$14K 0.01%
+130