W
WealthOne Portfolio holdings
AUM
$248M
This Quarter Return
+7.43%
1 Year Return
+17.79%
3 Year Return
+23.36%
5 Year Return
+44.51%
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(+6.4%)
Cap. Flow
-$764K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
65.33%
Holding
117
New
13
Increased
44
Reduced
46
Closed
7
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$1.54M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.03M |
| 3 |
Apple
AAPL
|
$935K |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$608K |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$496K |
Top Sells
Sector Composition
| 1 | Technology | 10.13% |
| 2 | Consumer Discretionary | 1.04% |
| 3 | Communication Services | 1.04% |
| 4 | Healthcare | 0.89% |
| 5 | Financials | 0.72% |
