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
$288M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.26M
3 +$1.26M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K

Top Sells

1 +$1.55M
2 +$1.32M
3 +$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$704K
5
LOW icon
Lowe's Companies
LOW
+$652K

Sector Composition

1 Technology 14.01%
2 Healthcare 6.81%
3 Industrials 5.47%
4 Financials 5.19%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.36M 1.17%
13,205
-2,561
27
$3.36M 1.17%
52,292
+10,306
28
$3.32M 1.16%
19,382
-1,041
29
$3.1M 1.08%
97,060
+2,719
30
$3.07M 1.07%
5,834
+192
31
$2.96M 1.03%
21,725
-186
32
$2.94M 1.02%
59,822
+16,145
33
$2.86M 0.99%
49,604
-5,080
34
$2.74M 0.95%
53,067
+3,158
35
$2.73M 0.95%
31,965
-1,145
36
$2.71M 0.94%
7,072
-242
37
$2.71M 0.94%
9,195
-105
38
$2.7M 0.94%
11,699
-353
39
$2.6M 0.9%
35,472
+1,214
40
$2.54M 0.88%
6,941
-620
41
$2.47M 0.86%
23,574
+2,527
42
$2.46M 0.86%
58,915
+4,681
43
$2.41M 0.84%
25,650
-3,480
44
$2.21M 0.77%
18,076
-508
45
$2.12M 0.74%
4,057
+50
46
$2.12M 0.74%
51,732
47
$2.1M 0.73%
9,195
+782
48
$2.08M 0.72%
20,901
+3,440
49
$1.99M 0.69%
7,130
+65
50
$1.98M 0.69%
46,029
+4,196