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
$204M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$1.6M
3
+$1.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.41M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.31M

Top Sells

1
+$1.26M
2
+$857K
3
+$695K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$381K
5
AMZN icon
Amazon
AMZN
+$278K

Sector Composition

1 Technology 12.36%
2 Healthcare 8.94%
3 Industrials 8.81%
4 Financials 5.76%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.16%
13,566
+625
27
$2.2M 1.08%
25,620
+2,385
28
$2.19M 1.07%
28,126
+889
29
$2.16M 1.06%
71,201
+5,589
30
$2.13M 1.05%
19,213
31
$2.12M 1.04%
38,304
+3,795
32
$2.01M 0.98%
5,222
+365
33
$2M 0.98%
27,854
+4,493
34
$1.95M 0.96%
22,439
-549
35
$1.92M 0.94%
24,811
+16,848
36
$1.88M 0.92%
7,766
+580
37
$1.87M 0.92%
12,823
+485
38
$1.86M 0.91%
19,217
-8,834
39
$1.84M 0.9%
7,695
+115
40
$1.81M 0.89%
38,819
-27,064
41
$1.79M 0.88%
8,381
+396
42
$1.76M 0.87%
42,054
-1,971
43
$1.71M 0.84%
23,014
+1,095
44
$1.69M 0.83%
33,065
+1,920
45
$1.64M 0.8%
45,760
+5,250
46
$1.57M 0.77%
7,550
+370
47
$1.53M 0.75%
45,703
48
$1.45M 0.71%
8,306
49
$1.4M 0.69%
31,122
+826
50
$1.37M 0.67%
56,229
+11,555
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