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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.65M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$3.44M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.62%
2 Consumer Discretionary 7.34%
3 Healthcare 6.98%
4 Financials 5.78%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$518K 0.42%
+10,572
77
$500K 0.41%
+26,394
78
$498K 0.4%
+15,327
79
$489K 0.4%
+6,530
80
$485K 0.39%
+6,310
81
$481K 0.39%
+1,431
82
$450K 0.37%
+1,505
83
$417K 0.34%
+10,012
84
$416K 0.34%
+28,150
85
$404K 0.33%
+6,737
86
$369K 0.3%
+2,400
87
$365K 0.3%
+4,052
88
$361K 0.29%
+866
89
$345K 0.28%
+16,825
90
$338K 0.27%
+2,068
91
$333K 0.27%
+1,498
92
$331K 0.27%
+8,721
93
$327K 0.27%
+2,955
94
$314K 0.25%
+12,906
95
$304K 0.25%
+7,970
96
$304K 0.25%
+3,475
97
$290K 0.24%
+1,735
98
$282K 0.23%
+5,931
99
$274K 0.22%
+4,326
100
$271K 0.22%
+9,203
1 2 3
4
5