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
$310M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.1M
3
+$2.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$958K

Top Sells

1
+$435K
2
+$391K
3
+$209K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$144K
5
AXP icon
American Express
AXP
+$132K

Sector Composition

1 Technology 13.91%
2 Healthcare 6.09%
3 Financials 5.03%
4 Consumer Discretionary 3.13%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.67%
58,585
+4,617
52
$2.01M 0.65%
+31,082
53
$1.97M 0.63%
7,151
-45
54
$1.93M 0.62%
37,750
-20
55
$1.82M 0.59%
26,956
-26
56
$1.71M 0.55%
1,929
-7
57
$1.7M 0.55%
20,503
+2,553
58
$1.66M 0.54%
18,780
-4,920
59
$1.62M 0.52%
19,220
+996
60
$1.61M 0.52%
41,678
+2,550
61
$1.56M 0.5%
16,246
-1,200
62
$1.52M 0.49%
16,834
-222
63
$1.51M 0.49%
15,467
+491
64
$1.5M 0.49%
11,037
-967
65
$1.34M 0.43%
28,530
+1,251
66
$1.33M 0.43%
26,256
+7,347
67
$1.29M 0.42%
11,868
-57
68
$1.27M 0.41%
15,784
-1,385
69
$1.18M 0.38%
52,152
-780
70
$1.17M 0.38%
35,065
-3,175
71
$1.14M 0.37%
14,627
+327
72
$1.06M 0.34%
13,140
-350
73
$1.05M 0.34%
4,172,504
-1,558,400
74
$1.04M 0.34%
9,692
+1,169
75
$1.01M 0.33%
14,110
-154
1 2
3
4 5