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%
+160
527
$3K ﹤0.01%
+103
528
$3K ﹤0.01%
+62
529
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530
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+29
531
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532
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+34
533
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+160
534
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535
$3K ﹤0.01%
+190
536
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+160
537
$3K ﹤0.01%
+461
538
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539
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540
$3K ﹤0.01%
+600
541
$3K ﹤0.01%
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542
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543
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544
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545
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+26
546
$3K ﹤0.01%
+75
547
$3K ﹤0.01%
+148
548
$3K ﹤0.01%
+76
549
$3K ﹤0.01%
+200
550
$3K ﹤0.01%
+54