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
$178M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$2.08M
3
+$2.07M
4
JPM icon
JPMorgan Chase
JPM
+$1.62M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Top Sells

1
+$451K
2
+$345K
3
+$260K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$208K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$208K

Sector Composition

1 Technology 17.07%
2 Healthcare 8.32%
3 Consumer Discretionary 7.1%
4 Financials 6.22%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$605K 0.34%
+12,033
77
$575K 0.32%
9,477
+856
78
$565K 0.32%
20,021
+1,355
79
$537K 0.3%
16,544
-241
80
$532K 0.3%
1,508
+3
81
$504K 0.28%
12,819
+2,807
82
$503K 0.28%
5,937
-195
83
$502K 0.28%
+6,027
84
$495K 0.28%
+1,691
85
$492K 0.28%
36,737
+2,685
86
$486K 0.27%
26,994
+600
87
$478K 0.27%
1,713
-25
88
$477K 0.27%
9,381
-947
89
$477K 0.27%
2,298
+800
90
$472K 0.26%
+1,305
91
$443K 0.25%
+2,719
92
$438K 0.25%
+10,726
93
$432K 0.24%
+2,260
94
$417K 0.23%
+8,088
95
$414K 0.23%
+1,704
96
$393K 0.22%
+2,511
97
$392K 0.22%
4,845
+1,370
98
$380K 0.21%
6,737
99
$379K 0.21%
+4,950
100
$369K 0.21%
10,332
+1,611
2 3
4
5 6