SSW

Stone Summit Wealth Portfolio holdings

AUM $353M
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.04M
3
+$947K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$754K
5
BND icon
Vanguard Total Bond Market
BND
+$527K

Top Sells

1
+$870K
2
+$650K
3
+$573K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$527K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$516K

Sector Composition

1 Technology 13.99%
2 Healthcare 6.95%
3 Industrials 5.39%
4 Financials 5.13%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.68%
41,833
+5,516
52
$1.74M 0.67%
34,587
-1,400
53
$1.72M 0.66%
36,349
-3,108
54
$1.72M 0.66%
17,461
-1,245
55
$1.68M 0.64%
18,584
-1,334
56
$1.68M 0.64%
5,390
-430
57
$1.6M 0.61%
28,608
-477
58
$1.55M 0.6%
30,390
+723
59
$1.44M 0.55%
17,536
-10,564
60
$1.43M 0.55%
25,380
+2,055
61
$1.37M 0.53%
43,501
+6,283
62
$1.32M 0.51%
42,440
-7,798
63
$1.32M 0.51%
52,170
-3,745
64
$1.29M 0.49%
11,886
-4,756
65
$1.24M 0.48%
35,526
+3,462
66
$1.21M 0.46%
19,936
-2,401
67
$1.2M 0.46%
11,196
-1,066
68
$1.2M 0.46%
25,171
-13,679
69
$1.19M 0.46%
13,485
+2,211
70
$1.15M 0.44%
1,971
+90
71
$1.08M 0.42%
16,646
-508
72
$1.01M 0.39%
14,408
-866
73
$968K 0.37%
22,720
+4,397
74
$966K 0.37%
15,255
+2,345
75
$930K 0.36%
49,458
-3,873
1 2
3
4 5