SSW

Stone Summit Wealth Portfolio holdings

AUM $353M
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$6.59M
3
+$4.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.46M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.43M

Top Sells

1
+$3.55M
2
+$3.47M
3
+$3.12M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.08M

Sector Composition

1 Technology 15.05%
2 Financials 5.93%
3 Healthcare 4.85%
4 Communication Services 3.36%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
26
Cummins
CMI
$70.7B
$4.12M 1.17%
9,766
-110
SYK icon
27
Stryker
SYK
$139B
$4.03M 1.14%
10,893
-867
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$88.8B
$3.96M 1.12%
33,287
-1,551
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
$3.95M 1.12%
59,860
+6,400
LIN icon
30
Linde
LIN
$187B
$3.85M 1.09%
8,111
+90
AVLV icon
31
Avantis US Large Cap Value ETF
AVLV
$8.92B
$3.8M 1.08%
52,594
-7,641
QCOM icon
32
Qualcomm
QCOM
$189B
$3.78M 1.07%
22,740
-879
GILD icon
33
Gilead Sciences
GILD
$150B
$3.64M 1.03%
32,763
-160
PEP icon
34
PepsiCo
PEP
$198B
$3.43M 0.97%
24,435
+862
CAT icon
35
Caterpillar
CAT
$282B
$3.32M 0.94%
6,951
-226
ECL icon
36
Ecolab
ECL
$73.8B
$3.17M 0.9%
11,569
-113
IGV icon
37
iShares Expanded Tech-Software Sector ETF
IGV
$8.57B
$3.12M 0.88%
27,092
-2,468
VB icon
38
Vanguard Small-Cap ETF
VB
$69.9B
$3.11M 0.88%
12,213
+1,795
VWO icon
39
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$2.99M 0.85%
55,134
-2,953
LOW icon
40
Lowe's Companies
LOW
$139B
$2.92M 0.83%
11,628
-704
SPY icon
41
SPDR S&P 500 ETF Trust
SPY
$703B
$2.85M 0.81%
4,278
-155
V icon
42
Visa
V
$641B
$2.59M 0.73%
7,590
-25
SUB icon
43
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$2.56M 0.73%
23,982
-42
LLY icon
44
Eli Lilly
LLY
$904B
$2.54M 0.72%
3,323
+1,418
HD icon
45
Home Depot
HD
$354B
$2.53M 0.72%
6,232
-135
AVEM icon
46
Avantis Emerging Markets Equity ETF
AVEM
$15.2B
$2.51M 0.71%
33,423
-948
A icon
47
Agilent Technologies
A
$41.1B
$2.49M 0.71%
19,412
-1,701
VV icon
48
Vanguard Large-Cap ETF
VV
$47.6B
$2.48M 0.7%
8,057
-45
SPSM icon
49
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$2.4M 0.68%
51,857
-2,898
HEFA icon
50
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.62B
$2.31M 0.65%
58,197
-1,680
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