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
$225M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$848K
3
+$805K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$791K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$651K

Top Sells

1
+$499K
2
+$440K
3
+$387K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$336K
5
SYK icon
Stryker
SYK
+$327K

Sector Composition

1 Technology 13.26%
2 Industrials 8.66%
3 Healthcare 8.13%
4 Financials 5.15%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.17%
44,867
+6,563
27
$2.6M 1.15%
35,165
+7,311
28
$2.53M 1.12%
32,769
+505
29
$2.49M 1.11%
32,711
-2,102
30
$2.49M 1.11%
60,894
-3,960
31
$2.37M 1.05%
29,390
+1,264
32
$2.25M 1%
7,637
-206
33
$2.25M 1%
22,444
+5
34
$2.23M 0.99%
45,652
+17,385
35
$2.19M 0.97%
48,439
+6,385
36
$2.17M 0.97%
5,281
+59
37
$2.12M 0.94%
22,799
-215
38
$2.11M 0.94%
12,753
-70
39
$2.04M 0.91%
33,420
+355
40
$1.99M 0.89%
18,714
-499
41
$1.94M 0.86%
19,563
+346
42
$1.9M 0.85%
39,764
+945
43
$1.84M 0.82%
7,706
-60
44
$1.76M 0.78%
69,215
+12,986
45
$1.74M 0.77%
7,611
-84
46
$1.71M 0.76%
37,834
+14,445
47
$1.69M 0.75%
7,490
-60
48
$1.67M 0.74%
46,985
+1,225
49
$1.65M 0.73%
6,619
-1,762
50
$1.58M 0.7%
15,122
+2,126
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