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
$204M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$1.6M
3
+$1.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.41M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.31M

Top Sells

1
+$1.26M
2
+$857K
3
+$695K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$381K
5
AMZN icon
Amazon
AMZN
+$278K

Sector Composition

1 Technology 12.36%
2 Healthcare 8.94%
3 Industrials 8.81%
4 Financials 5.76%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.66%
12,996
+6,759
52
$1.32M 0.65%
60,890
+142
53
$1.32M 0.65%
28,267
+2,146
54
$1.31M 0.64%
26,421
+11,321
55
$1.29M 0.63%
25,444
+106
56
$1.25M 0.61%
17,160
+2,205
57
$1.23M 0.6%
11,526
-3,581
58
$1.19M 0.58%
8,428
+6,581
59
$1.17M 0.57%
29,969
+1,582
60
$1.05M 0.51%
5,694
+255
61
$1.02M 0.5%
27,719
+704
62
$968K 0.47%
13,151
+8,325
63
$957K 0.47%
15,043
-50
64
$923K 0.45%
23,389
+1,648
65
$855K 0.42%
28,013
+8,803
66
$854K 0.42%
4,835
+3,225
67
$852K 0.42%
56,610
+31,743
68
$841K 0.41%
11,935
+1,375
69
$830K 0.41%
7,521
-250
70
$813K 0.4%
27,675
-1,100
71
$808K 0.4%
72,257
+2,321
72
$805K 0.39%
11,185
-4
73
$792K 0.39%
12,850
+1,031
74
$789K 0.39%
25,073
-551
75
$754K 0.37%
9,140
-83
1 2
3
4 5