SSW

Stone Summit Wealth Portfolio holdings

AUM $353M
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.65M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$3.44M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.62%
2 Consumer Discretionary 7.34%
3 Healthcare 6.98%
4 Financials 5.78%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$957K 0.78%
+4,233
52
$947K 0.77%
+24,695
53
$870K 0.71%
+30,208
54
$846K 0.69%
+47,500
55
$838K 0.68%
+18,825
56
$832K 0.67%
+11,426
57
$831K 0.67%
+5,740
58
$799K 0.65%
+6,887
59
$764K 0.62%
+15,524
60
$752K 0.61%
+10,518
61
$706K 0.57%
+11,840
62
$682K 0.55%
+11,371
63
$679K 0.55%
+3,151
64
$665K 0.54%
+12,145
65
$646K 0.52%
+16,246
66
$592K 0.48%
+10,974
67
$551K 0.45%
+18,666
68
$547K 0.44%
+8,621
69
$545K 0.44%
+16,785
70
$544K 0.44%
+4,205
71
$539K 0.44%
+3,098
72
$532K 0.43%
+1,738
73
$523K 0.42%
+34,052
74
$521K 0.42%
+10,328
75
$520K 0.42%
+6,132
1 2
3
4 5