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
$178M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$2.08M
3
+$2.07M
4
JPM icon
JPMorgan Chase
JPM
+$1.62M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Top Sells

1
+$451K
2
+$345K
3
+$260K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$208K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$208K

Sector Composition

1 Technology 17.07%
2 Healthcare 8.32%
3 Consumer Discretionary 7.1%
4 Financials 6.22%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.2%
56,734
+14,364
27
$2.15M 1.2%
44,146
+16,600
28
$2.14M 1.2%
11,848
+3,925
29
$2.02M 1.13%
29,120
+7,810
30
$2.02M 1.13%
8,810
+3,647
31
$1.96M 1.1%
19,079
+5,295
32
$1.85M 1.03%
34,686
-717
33
$1.77M 0.99%
8,469
34
$1.71M 0.96%
16,445
-4,345
35
$1.6M 0.9%
20,564
+3,110
36
$1.57M 0.88%
41,916
+17,221
37
$1.54M 0.87%
45,701
+30,374
38
$1.47M 0.82%
8,301
+1,400
39
$1.47M 0.82%
23,159
+1,503
40
$1.47M 0.82%
6,680
+2,034
41
$1.45M 0.81%
21,997
-337
42
$1.45M 0.81%
6,385
+1,935
43
$1.36M 0.76%
6,806
+3,655
44
$1.34M 0.75%
16,066
+2,806
45
$1.32M 0.74%
22,142
+6,907
46
$1.26M 0.71%
25,190
+1,585
47
$1.24M 0.69%
59,375
+11,875
48
$1.22M 0.69%
26,090
+3,464
49
$1.17M 0.65%
14,707
+147
50
$1.15M 0.64%
14,259
+1,293
1
2
3 4 5