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
$225M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$848K
3
+$805K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$791K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$651K

Top Sells

1
+$499K
2
+$440K
3
+$387K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$336K
5
SYK icon
Stryker
SYK
+$327K

Sector Composition

1 Technology 13.26%
2 Industrials 8.66%
3 Healthcare 8.13%
4 Financials 5.15%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$746K 0.33%
11,025
-910
77
$737K 0.33%
6,725
-796
78
$725K 0.32%
4,676
-159
79
$680K 0.3%
21,749
+235
80
$641K 0.29%
4,314
-250
81
$632K 0.28%
1,841
-3
82
$619K 0.28%
15,261
+2,747
83
$610K 0.27%
2,938
-15
84
$572K 0.25%
11,637
-1,152
85
$540K 0.24%
16,811
-4,042
86
$525K 0.23%
19,471
+1,155
87
$523K 0.23%
5,581
+261
88
$519K 0.23%
+10,150
89
$482K 0.21%
10,150
+1,577
90
$472K 0.21%
21,163
+1,750
91
$454K 0.2%
4,380
-2,355
92
$450K 0.2%
9,204
+1,005
93
$414K 0.18%
1,950
-160
94
$410K 0.18%
2,298
95
$403K 0.18%
5,294
-680
96
$397K 0.18%
+8,229
97
$395K 0.18%
1,279
-76
98
$389K 0.17%
11,400
-382
99
$383K 0.17%
1,368
-47
100
$381K 0.17%
2,511
2 3
4
5 6