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
326
$14K 0.01%
+220
327
$14K 0.01%
+129
328
$14K 0.01%
+1,655
329
$14K 0.01%
+454
330
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+349
331
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+220
332
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+141
333
$14K 0.01%
+90
334
$14K 0.01%
+271
335
$14K 0.01%
+231
336
$13K 0.01%
+90
337
$13K 0.01%
+396
338
$13K 0.01%
+510
339
$13K 0.01%
+430
340
$13K 0.01%
+55
341
$13K 0.01%
+1,166
342
$13K 0.01%
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343
$13K 0.01%
+375
344
$13K 0.01%
+1,500
345
$13K 0.01%
+980
346
$13K 0.01%
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347
$12K 0.01%
+238
348
$12K 0.01%
+216
349
$12K 0.01%
+480
350
$12K 0.01%
+514