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
$241M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$946K
3
+$892K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$776K
5
VTV icon
Vanguard Value ETF
VTV
+$725K

Top Sells

1
+$1.67M
2
+$615K
3
+$508K
4
VUG icon
Vanguard Growth ETF
VUG
+$271K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$233K

Sector Composition

1 Technology 14.08%
2 Healthcare 8.04%
3 Industrials 6.9%
4 Financials 5.2%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.69%
8,249
-57
52
$1.63M 0.68%
47,284
+1,581
53
$1.61M 0.67%
52,198
+8,600
54
$1.6M 0.66%
5,661
-958
55
$1.57M 0.65%
30,081
+4
56
$1.54M 0.64%
14,320
+448
57
$1.42M 0.59%
9,505
+1,019
58
$1.4M 0.58%
7,037
+777
59
$1.4M 0.58%
18,592
+1,420
60
$1.34M 0.56%
27,446
+18,242
61
$1.33M 0.55%
57,875
-1,405
62
$1.29M 0.53%
33,140
+2,530
63
$1.17M 0.48%
19,820
+535
64
$1.11M 0.46%
10,444
+1,658
65
$1.1M 0.46%
20,506
+3,761
66
$1.07M 0.44%
19,963
+9,813
67
$1.06M 0.44%
17,432
-3,826
68
$1.01M 0.42%
32,698
+5,367
69
$1M 0.42%
29,664
+2,729
70
$942K 0.39%
53,979
-8,979
71
$927K 0.38%
13,729
+334
72
$912K 0.38%
10,918
+1,080
73
$884K 0.37%
14,680
-45
74
$859K 0.36%
1,831
-10
75
$844K 0.35%
28,656
+856
1 2
3
4 5