W
WealthOne Portfolio holdings
AUM
$248M
This Quarter Return
+12.85%
1 Year Return
+17.79%
3 Year Return
+23.36%
5 Year Return
+44.51%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+17%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
5.33%
Top 10 Holdings %
Top 10 Hldgs %
60.72%
Holding
122
New
19
Increased
47
Reduced
39
Closed
14
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$2.07M |
| 2 |
Plug Power
PLUG
|
$1.75M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.55M |
| 4 |
iShares Russell 2500 ETF
SMMD
|
$1.25M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.18M |
Top Sells
Sector Composition
| 1 | Technology | 6.42% |
| 2 | Communication Services | 2.14% |
| 3 | Industrials | 1.75% |
| 4 | Consumer Discretionary | 1.68% |
| 5 | Financials | 0.97% |
