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
401
$8K 0.01%
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402
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+186
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407
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409
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411
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412
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413
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416
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423
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424
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+1,168
425
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+236