SSW

Stone Summit Wealth Portfolio holdings

AUM $323M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.65M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$3.44M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.62%
2 Consumer Discretionary 7.34%
3 Healthcare 6.98%
4 Financials 5.78%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.38%
+21,310
27
$1.68M 1.36%
+4,853
28
$1.66M 1.34%
+13,784
29
$1.65M 1.34%
+15,975
30
$1.61M 1.31%
+22,334
31
$1.58M 1.28%
+20,790
32
$1.42M 1.15%
+17,454
33
$1.41M 1.14%
+27,546
34
$1.4M 1.13%
+21,656
35
$1.28M 1.04%
+5,802
36
$1.28M 1.04%
+41,502
37
$1.25M 1.01%
+5,163
38
$1.23M 1%
+6,901
39
$1.23M 1%
+14,560
40
$1.19M 0.96%
+23,605
41
$1.16M 0.94%
+31,737
42
$1.12M 0.91%
+22,626
43
$1.11M 0.9%
+15,235
44
$1.06M 0.86%
+9,854
45
$1.04M 0.84%
+12,966
46
$1.02M 0.83%
+13,260
47
$1.01M 0.82%
+24,698
48
$969K 0.79%
+4,450
49
$964K 0.78%
+4,646
50
$962K 0.78%
+8,322
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2
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