SSW

Stone Summit Wealth Portfolio holdings

AUM $359M
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.56M
3
+$4.71M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.28M

Top Sells

1
+$3.46M
2
+$3.43M
3
+$3.09M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.02M

Sector Composition

1 Technology 15.05%
2 Financials 5.93%
3 Healthcare 4.85%
4 Communication Services 3.36%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.17%
9,766
-110
27
$4.03M 1.14%
10,893
-867
28
$3.96M 1.12%
33,287
-1,551
29
$3.95M 1.12%
59,860
+6,400
30
$3.85M 1.09%
8,111
+90
31
$3.8M 1.08%
52,594
-7,641
32
$3.78M 1.07%
22,740
-879
33
$3.64M 1.03%
32,763
-160
34
$3.43M 0.97%
24,435
+862
35
$3.32M 0.94%
6,951
-226
36
$3.17M 0.9%
11,569
-113
37
$3.12M 0.88%
27,092
-2,468
38
$3.11M 0.88%
12,213
+1,795
39
$2.99M 0.85%
55,134
-2,953
40
$2.92M 0.83%
11,628
-704
41
$2.85M 0.81%
4,278
-155
42
$2.59M 0.73%
7,590
-25
43
$2.56M 0.73%
23,982
-42
44
$2.54M 0.72%
3,323
+1,418
45
$2.53M 0.72%
6,232
-135
46
$2.51M 0.71%
33,423
-948
47
$2.49M 0.71%
19,412
-1,701
48
$2.48M 0.7%
8,057
-45
49
$2.4M 0.68%
51,857
-2,898
50
$2.31M 0.65%
58,197
-1,680
1
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