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
$241M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$946K
3
+$892K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$776K
5
VTV icon
Vanguard Value ETF
VTV
+$725K

Top Sells

1
+$1.67M
2
+$615K
3
+$508K
4
VUG icon
Vanguard Growth ETF
VUG
+$271K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$233K

Sector Composition

1 Technology 14.08%
2 Healthcare 8.04%
3 Industrials 6.9%
4 Financials 5.2%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$831K 0.34%
73,122
-4,685
77
$774K 0.32%
4,676
78
$764K 0.32%
2,918
-20
79
$720K 0.3%
6,710
-15
80
$710K 0.29%
21,980
+231
81
$706K 0.29%
10,795
-230
82
$698K 0.29%
10,915
-150
83
$685K 0.28%
4,514
+200
84
$682K 0.28%
16,981
+1,720
85
$657K 0.27%
36,852
+15,406
86
$610K 0.25%
11,637
87
$572K 0.24%
25,638
+4,475
88
$561K 0.23%
17,235
+424
89
$548K 0.23%
5,742
+161
90
$542K 0.22%
19,832
+361
91
$526K 0.22%
11,382
+1,232
92
$490K 0.2%
4,095
-285
93
$489K 0.2%
10,060
+1,831
94
$487K 0.2%
1,768
+258
95
$474K 0.2%
1,283
+375
96
$449K 0.19%
2,765
+465
97
$443K 0.18%
19,791
+2,787
98
$441K 0.18%
1,294
+15
99
$430K 0.18%
2,298
100
$428K 0.18%
5,544
+250
2 3
4
5 6