SSW

Stone Summit Wealth Portfolio holdings

AUM $369M
1-Year Est. Return 20.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.24M
3
+$1.17M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$944K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$778K

Top Sells

1
+$1.49M
2
+$891K
3
+$792K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$627K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$612K

Sector Composition

1 Technology 15.2%
2 Financials 5.87%
3 Healthcare 5.13%
4 Communication Services 2.93%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.72%
8,102
-93
52
$2.27M 0.7%
59,877
-1,414
53
$1.97M 0.61%
46,692
-3,268
54
$1.85M 0.57%
14,927
-357
55
$1.85M 0.57%
43,405
-268
56
$1.82M 0.56%
22,578
+1,245
57
$1.69M 0.52%
23,255
-1,254
58
$1.49M 0.46%
1,905
+7
59
$1.48M 0.46%
21,355
+260
60
$1.46M 0.45%
16,694
-905
61
$1.45M 0.45%
16,260
-158
62
$1.43M 0.44%
12,777
+2,335
63
$1.41M 0.44%
57,868
+3,131
64
$1.32M 0.41%
28,641
-1,317
65
$1.21M 0.37%
15,236
-1,511
66
$1.21M 0.37%
34,876
+3,485
67
$1.2M 0.37%
24,403
-8,737
68
$1.19M 0.37%
14,258
-98
69
$1.13M 0.35%
11,600
70
$1.12M 0.35%
22,331
+2,045
71
$1.01M 0.31%
32,985
-14,030
72
$1.01M 0.31%
+3,596
73
$956K 0.3%
23,418
-992
74
$942K 0.29%
1,663
-2,771
75
$921K 0.29%
8,816
-2,860
1 2
3
4 5