SSW
Stone Summit Wealth Portfolio holdings
AUM
$323M
This Quarter Return
+10.06%
1 Year Return
+13.14%
3 Year Return
+49.67%
5 Year Return
–
10 Year Return
–
AUM
$323M
AUM Growth
+$323M
(+9.3%)
Cap. Flow
+$2.32M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
33.42%
Holding
145
New
5
Increased
45
Reduced
69
Closed
3
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.49M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.27M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.24M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.01M |
| 5 |
Vanguard Growth ETF
VUG
|
$787K |
Top Sells
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Financials | 5.87% |
| 3 | Healthcare | 5.13% |
| 4 | Communication Services | 2.93% |
| 5 | Consumer Discretionary | 2.43% |
