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
$288M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.26M
3
+$1.26M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K

Top Sells

1
+$1.55M
2
+$1.32M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$704K
5
LOW icon
Lowe's Companies
LOW
+$652K

Sector Composition

1 Technology 14.01%
2 Healthcare 6.81%
3 Industrials 5.47%
4 Financials 5.19%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.68%
8,197
+20
52
$1.92M 0.67%
37,860
+7,470
53
$1.88M 0.65%
5,456
+66
54
$1.88M 0.65%
12,627
+388
55
$1.81M 0.63%
51,825
+8,324
56
$1.81M 0.63%
16,810
+5,614
57
$1.66M 0.58%
27,032
-1,576
58
$1.66M 0.58%
19,026
+1,490
59
$1.61M 0.56%
27,795
+2,415
60
$1.51M 0.53%
1,946
-25
61
$1.45M 0.5%
18,656
-4,276
62
$1.41M 0.49%
39,426
+3,900
63
$1.29M 0.45%
12,023
+137
64
$1.27M 0.44%
14,728
+1,243
65
$1.27M 0.44%
39,430
-3,010
66
$1.26M 0.44%
+2,269
67
$1.26M 0.44%
17,214
+568
68
$1.11M 0.39%
26,284
+3,564
69
$1.1M 0.38%
17,274
-2,662
70
$1.1M 0.38%
53,127
+3,669
71
$1.05M 0.37%
14,206
-202
72
$1.04M 0.36%
20,639
-13,948
73
$925K 0.32%
14,095
-1,160
74
$880K 0.31%
14,384
+150
75
$861K 0.3%
24,184
+2,706
1 2
3
4 5