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
$247M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.74M
3 +$1.39M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$1.16M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$708K

Sector Composition

1 Technology 6.59%
2 Healthcare 1.05%
3 Communication Services 0.88%
4 Financials 0.7%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-24,848