SSW
Stone Summit Wealth Portfolio holdings
AUM
$323M
This Quarter Return
-13.39%
1 Year Return
+13.14%
3 Year Return
+49.67%
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(-6.1%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
9.03%
Top 10 Holdings %
Top 10 Hldgs %
31.91%
Holding
137
New
8
Increased
76
Reduced
34
Closed
8
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$2.49M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$1.44M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$916K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$818K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$637K |
Top Sells
Sector Composition
| 1 | Technology | 15.68% |
| 2 | Healthcare | 8.54% |
| 3 | Consumer Discretionary | 6.19% |
| 4 | Financials | 5.71% |
| 5 | Communication Services | 4.66% |
