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
$261M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.04M
3
+$947K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$754K
5
BND icon
Vanguard Total Bond Market
BND
+$527K

Top Sells

1
+$870K
2
+$650K
3
+$573K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$527K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$516K

Sector Composition

1 Technology 13.99%
2 Healthcare 6.95%
3 Industrials 5.39%
4 Financials 5.13%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1.2%
28,582
+115
27
$2.9M 1.11%
39,446
+7,170
28
$2.78M 1.06%
34,258
-2,312
29
$2.76M 1.06%
94,341
+6,780
30
$2.71M 1.04%
54,684
-2,340
31
$2.69M 1.03%
5,642
+119
32
$2.69M 1.03%
33,110
-1,020
33
$2.53M 0.97%
7,314
-295
34
$2.52M 0.97%
49,909
+1,028
35
$2.43M 0.93%
41,986
+13,060
36
$2.41M 0.93%
15,292
+6,004
37
$2.39M 0.92%
12,052
-566
38
$2.28M 0.87%
21,911
-758
39
$2.24M 0.86%
7,561
-70
40
$2.23M 0.85%
54,234
+7,093
41
$2.23M 0.85%
9,300
-50
42
$2.22M 0.85%
21,047
+4,304
43
$2.16M 0.83%
43,677
+3,521
44
$1.93M 0.74%
51,732
45
$1.92M 0.74%
12,239
-1,240
46
$1.9M 0.73%
4,007
+2,192
47
$1.84M 0.71%
7,065
-326
48
$1.79M 0.69%
8,413
+590
49
$1.78M 0.68%
8,177
-17
50
$1.77M 0.68%
22,932
+2,495
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