W

WealthOne Portfolio holdings

AUM $248M
1-Year Est. Return 17.79%
This Fund
S&P 500
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 +$13.9M
2 +$11M
3 +$6.89M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.46M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.3M

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
426
$7K 0.01%
+69
427
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+107
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+195
429
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+472
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431
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432
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434
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435
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+81
436
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+63
437
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+306
438
$6K 0.01%
+250
439
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440
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441
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442
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443
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444
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445
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446
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447
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448
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+934
449
$6K 0.01%
+2,000
450
$5K ﹤0.01%
+103