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
$225M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$848K
3
+$805K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$791K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$651K

Top Sells

1
+$499K
2
+$440K
3
+$387K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$336K
5
SYK icon
Stryker
SYK
+$327K

Sector Composition

1 Technology 13.26%
2 Industrials 8.66%
3 Healthcare 8.13%
4 Financials 5.15%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.69%
8,306
52
$1.53M 0.68%
45,703
53
$1.53M 0.68%
13,872
+2,346
54
$1.49M 0.66%
29,487
+3,066
55
$1.45M 0.64%
30,077
-1,045
56
$1.44M 0.64%
35,616
+5,647
57
$1.42M 0.63%
19,285
+2,125
58
$1.36M 0.61%
43,598
+15,585
59
$1.32M 0.58%
59,280
-1,610
60
$1.3M 0.58%
17,172
+4,021
61
$1.23M 0.55%
8,486
+58
62
$1.19M 0.53%
6,260
+566
63
$1.18M 0.52%
21,258
-4,186
64
$1.16M 0.51%
30,610
+2,891
65
$1.02M 0.45%
62,958
+6,348
66
$947K 0.42%
8,786
+1,921
67
$913K 0.41%
14,725
-318
68
$908K 0.4%
26,935
+1,862
69
$895K 0.4%
13,395
+545
70
$893K 0.4%
77,807
+5,550
71
$886K 0.39%
16,745
+3,269
72
$824K 0.37%
27,800
+125
73
$817K 0.36%
9,838
+698
74
$805K 0.36%
+27,331
75
$767K 0.34%
11,065
-120
1 2
3
4 5