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
$178M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$2.08M
3
+$2.07M
4
JPM icon
JPMorgan Chase
JPM
+$1.62M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Top Sells

1
+$451K
2
+$345K
3
+$260K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$208K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$208K

Sector Composition

1 Technology 17.07%
2 Healthcare 8.32%
3 Consumer Discretionary 7.1%
4 Financials 6.22%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.64%
13,569
+7,259
52
$1.11M 0.62%
9,269
+3,467
53
$1.08M 0.61%
24,871
+9,347
54
$1.08M 0.6%
5,021
+788
55
$1.06M 0.59%
35,232
-6,270
56
$1.04M 0.58%
30,079
-1,658
57
$973K 0.55%
25,442
+744
58
$964K 0.54%
+15,355
59
$959K 0.54%
34,635
+4,427
60
$951K 0.53%
8,623
+301
61
$903K 0.51%
21,296
+2,471
62
$902K 0.51%
15,215
+3,375
63
$824K 0.46%
7,870
-1,984
64
$813K 0.46%
10,735
+217
65
$808K 0.45%
12,146
+720
66
$785K 0.44%
13,888
+2,517
67
$776K 0.43%
6,322
+2,117
68
$766K 0.43%
10,899
+4,369
69
$761K 0.43%
21,161
+4,915
70
$730K 0.41%
58,984
+30,834
71
$712K 0.4%
6,510
-377
72
$699K 0.39%
13,280
+2,306
73
$688K 0.39%
+9,314
74
$668K 0.37%
4,760
-980
75
$659K 0.37%
+11,923
1 2
3
4 5