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
$204M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$1.6M
3
+$1.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.41M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.31M

Top Sells

1
+$1.26M
2
+$857K
3
+$695K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$381K
5
AMZN icon
Amazon
AMZN
+$278K

Sector Composition

1 Technology 12.36%
2 Healthcare 8.94%
3 Industrials 8.81%
4 Financials 5.76%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$724K 0.36%
6,865
-719
77
$692K 0.34%
4,564
+590
78
$680K 0.33%
13,476
+1,466
79
$675K 0.33%
1,844
80
$625K 0.31%
21,514
+790
81
$619K 0.3%
20,853
-3,280
82
$604K 0.3%
12,789
-75
83
$594K 0.29%
6,735
+315
84
$517K 0.25%
12,514
-931
85
$507K 0.25%
11,782
86
$499K 0.24%
10,878
+1,440
87
$483K 0.24%
9,031
+563
88
$459K 0.22%
18,316
-291
89
$446K 0.22%
5,320
+179
90
$443K 0.22%
5,974
+121
91
$439K 0.22%
1,671
-85
92
$432K 0.21%
19,413
+6,270
93
$419K 0.21%
1,355
-80
94
$413K 0.2%
8,062
95
$408K 0.2%
7,217
-1,380
96
$402K 0.2%
2,110
97
$401K 0.2%
2,298
98
$393K 0.19%
8,573
+1,672
99
$389K 0.19%
8,199
+2,911
100
$375K 0.18%
17,025
-7,977
2 3
4
5 6