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
476
$5K ﹤0.01%
+86
477
$5K ﹤0.01%
+75
478
$5K ﹤0.01%
+600
479
$5K ﹤0.01%
+200
480
$5K ﹤0.01%
+75
481
$5K ﹤0.01%
+32
482
$4K ﹤0.01%
+300
483
$4K ﹤0.01%
+60
484
$4K ﹤0.01%
+100
485
$4K ﹤0.01%
+100
486
$4K ﹤0.01%
+15
487
$4K ﹤0.01%
+38
488
$4K ﹤0.01%
+30
489
$4K ﹤0.01%
+170
490
$4K ﹤0.01%
+60
491
$4K ﹤0.01%
+108
492
$4K ﹤0.01%
+31
493
$4K ﹤0.01%
+101
494
$4K ﹤0.01%
+30
495
$4K ﹤0.01%
+80
496
$4K ﹤0.01%
+400
497
$4K ﹤0.01%
+70
498
$4K ﹤0.01%
+84
499
$4K ﹤0.01%
+100
500
$4K ﹤0.01%
+108