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
201
$36K 0.03%
+328
202
$36K 0.03%
+139
203
$35K 0.03%
+800
204
$35K 0.03%
+1,273
205
$35K 0.03%
+1,660
206
$34K 0.03%
+485
207
$34K 0.03%
+639
208
$34K 0.03%
+215
209
$34K 0.03%
+500
210
$33K 0.03%
+550
211
$33K 0.03%
+90
212
$32K 0.03%
+213
213
$32K 0.03%
+3,000
214
$32K 0.03%
+357
215
$31K 0.03%
+340
216
$31K 0.03%
+547
217
$31K 0.03%
+626
218
$31K 0.03%
+300
219
$31K 0.03%
+1,000
220
$30K 0.03%
+580
221
$30K 0.03%
+551
222
$30K 0.03%
+405
223
$29K 0.03%
+209
224
$29K 0.03%
+680
225
$29K 0.03%
+401