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
$295M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$697K
3
+$591K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$572K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$542K

Top Sells

1
+$1.96M
2
+$808K
3
+$495K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$200K
5
MRK icon
Merck
MRK
+$196K

Sector Composition

1 Technology 12.91%
2 Healthcare 5.76%
3 Financials 5.63%
4 Communication Services 2.79%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.71%
51,132
+202
52
$2.06M 0.7%
49,960
-265
53
$2.01M 0.68%
33,436
+1,316
54
$1.81M 0.61%
22,467
+1,150
55
$1.68M 0.57%
21,333
+6,610
56
$1.64M 0.56%
33,140
-1,510
57
$1.61M 0.55%
24,509
-1,944
58
$1.58M 0.54%
17,599
+2,580
59
$1.57M 0.53%
1,898
60
$1.57M 0.53%
43,673
+1,224
61
$1.51M 0.51%
15,284
-22
62
$1.5M 0.51%
16,747
-2,187
63
$1.5M 0.51%
21,095
+880
64
$1.49M 0.5%
16,418
+660
65
$1.44M 0.49%
47,015
+15,605
66
$1.23M 0.42%
11,676
-140
67
$1.21M 0.41%
29,958
+1,455
68
$1.21M 0.41%
54,737
+5,326
69
$1.09M 0.37%
14,356
70
$1.04M 0.35%
10,442
+554
71
$1.02M 0.35%
11,600
-10
72
$1.01M 0.34%
20,286
+9,783
73
$980K 0.33%
31,391
+401
74
$962K 0.33%
12,205
-905
75
$898K 0.3%
12,545
-265
1 2
3
4 5