SSW

Stone Summit Wealth Portfolio holdings

AUM $359M
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.56M
3
+$4.71M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.28M

Top Sells

1
+$3.46M
2
+$3.43M
3
+$3.09M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.02M

Sector Composition

1 Technology 15.05%
2 Financials 5.93%
3 Healthcare 4.85%
4 Communication Services 3.36%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.57%
45,274
-1,418
52
$2M 0.57%
44,004
+599
53
$1.82M 0.52%
24,060
+2,705
54
$1.78M 0.5%
18,691
+1,997
55
$1.7M 0.48%
14,925
+2,148
56
$1.7M 0.48%
20,882
-1,696
57
$1.69M 0.48%
23,036
+8,652
58
$1.66M 0.47%
22,276
-41,950
59
$1.62M 0.46%
14,190
-737
60
$1.57M 0.44%
40,602
-92,013
61
$1.5M 0.43%
57,008
-860
62
$1.38M 0.39%
27,565
+3,162
63
$1.2M 0.34%
11,600
64
$1.19M 0.34%
13,623
-635
65
$1.08M 0.31%
21,281
-46,520
66
$1.04M 0.3%
+10,900
67
$1.02M 0.29%
2,285
68
$982K 0.28%
22,520
-898
69
$882K 0.25%
3,135
+441
70
$867K 0.25%
8,143
-673
71
$846K 0.24%
14,534
-281
72
$825K 0.23%
9,826
-5,410
73
$819K 0.23%
12,345
-200
74
$807K 0.23%
1,345
+29
75
$797K 0.23%
18,552
-2,588
1 2
3
4 5