SSW

Stone Summit Wealth Portfolio holdings

AUM $369M
1-Year Est. Return 20.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.71M
3
+$1.81M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$823K

Top Sells

1
+$4.27M
2
+$996K
3
+$513K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$455K
5
HD icon
Home Depot
HD
+$429K

Sector Composition

1 Technology 14%
2 Financials 5.8%
3 Healthcare 5.44%
4 Communication Services 4.13%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
26
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
$4.38M 1.19%
65,154
+5,294
GILD icon
27
Gilead Sciences
GILD
$179B
$4M 1.08%
32,557
-206
QCOM icon
28
Qualcomm
QCOM
$145B
$3.98M 1.08%
23,289
+549
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$92.1B
$3.97M 1.08%
33,044
-243
SYK icon
30
Stryker
SYK
$140B
$3.91M 1.06%
11,115
+222
CAT icon
31
Caterpillar
CAT
$317B
$3.82M 1.04%
6,670
-281
AVLV icon
32
Avantis US Large Cap Value ETF
AVLV
$10.2B
$3.77M 1.02%
49,715
-2,879
LLY icon
33
Eli Lilly
LLY
$884B
$3.61M 0.98%
3,363
+40
LIN icon
34
Linde
LIN
$225B
$3.61M 0.98%
8,456
+345
PEP icon
35
PepsiCo
PEP
$218B
$3.47M 0.94%
24,187
-248
VB icon
36
Vanguard Small-Cap ETF
VB
$70.7B
$3.38M 0.92%
13,099
+886
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$570B
$3.23M 0.88%
9,644
-12,827
ECL icon
38
Ecolab
ECL
$79.7B
$3.17M 0.86%
12,057
+488
VWO icon
39
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$2.84M 0.77%
52,808
-2,326
SPY icon
40
State Street SPDR S&P 500 ETF Trust
SPY
$681B
$2.83M 0.77%
4,151
-127
LOW icon
41
Lowe's Companies
LOW
$141B
$2.76M 0.75%
11,447
-181
SUB icon
42
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$2.7M 0.73%
25,321
+1,339
V icon
43
Visa
V
$610B
$2.7M 0.73%
7,699
+109
IGV icon
44
iShares Expanded Tech-Software Sector ETF
IGV
$9.32B
$2.66M 0.72%
25,202
-1,890
A icon
45
Agilent Technologies
A
$32.5B
$2.63M 0.71%
19,337
-75
AVEM icon
46
Avantis Emerging Markets Equity ETF
AVEM
$20B
$2.51M 0.68%
32,650
-773
VV icon
47
Vanguard Large-Cap ETF
VV
$46.5B
$2.43M 0.66%
7,707
-350
SPSM icon
48
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.1B
$2.39M 0.65%
50,914
-943
HEFA icon
49
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.89B
$2.27M 0.62%
54,946
-3,251
SCHC icon
50
Schwab International Small-Cap Equity ETF
SCHC
$5.32B
$2.18M 0.59%
47,913
+3,909
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