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
526
$3K ﹤0.01%
+120
527
$3K ﹤0.01%
+80
528
$3K ﹤0.01%
+101
529
$3K ﹤0.01%
+270
530
$3K ﹤0.01%
+15
531
$3K ﹤0.01%
+26
532
$3K ﹤0.01%
+75
533
$3K ﹤0.01%
+148
534
$3K ﹤0.01%
+23
535
$3K ﹤0.01%
+40
536
$3K ﹤0.01%
+33
537
$3K ﹤0.01%
+36
538
$3K ﹤0.01%
+123
539
$3K ﹤0.01%
+160
540
$3K ﹤0.01%
+103
541
$3K ﹤0.01%
+62
542
$3K ﹤0.01%
+88
543
$3K ﹤0.01%
+29
544
$3K ﹤0.01%
+51
545
$3K ﹤0.01%
+34
546
$3K ﹤0.01%
+160
547
$3K ﹤0.01%
+43
548
$3K ﹤0.01%
+190
549
$3K ﹤0.01%
+160
550
$3K ﹤0.01%
+461