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
451
$5K ﹤0.01%
+135
452
$5K ﹤0.01%
+186
453
$5K ﹤0.01%
+75
454
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+120
455
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456
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457
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+100
458
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+41
459
$5K ﹤0.01%
+396
460
$5K ﹤0.01%
+19
461
$5K ﹤0.01%
+232
462
$5K ﹤0.01%
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463
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464
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465
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+400
466
$5K ﹤0.01%
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467
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468
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469
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470
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+150
471
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+55
472
$5K ﹤0.01%
+78
473
$5K ﹤0.01%
+94
474
$5K ﹤0.01%
+209
475
$5K ﹤0.01%
+117