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
376
$9K 0.01%
+425
377
$9K 0.01%
+393
378
$9K 0.01%
+133
379
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+343
380
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382
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383
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384
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385
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+707
386
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387
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388
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+295
389
$9K 0.01%
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390
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391
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392
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393
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394
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395
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396
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397
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398
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399
$8K 0.01%
+546
400
$8K 0.01%
+538