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
$233M
AUM Growth
-$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$636K
3
+$608K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$475K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$472K

Top Sells

1
+$579K
2
+$524K
3
+$470K
4
BND icon
Vanguard Total Bond Market
BND
+$280K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$213K

Sector Composition

1 Technology 13.4%
2 Healthcare 7.79%
3 Industrials 5.15%
4 Financials 5.09%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$798K 0.34%
6,790
+80
77
$776K 0.33%
1,815
+873
78
$761K 0.33%
12,910
+2,115
79
$752K 0.32%
68,637
-4,485
80
$741K 0.32%
2,963
+45
81
$713K 0.31%
18,323
+1,342
82
$709K 0.3%
4,549
-127
83
$692K 0.3%
21,847
-133
84
$632K 0.27%
10,890
-25
85
$629K 0.27%
4,314
-200
86
$620K 0.27%
11,637
87
$612K 0.26%
36,022
-830
88
$604K 0.26%
1,537
+754
89
$573K 0.25%
21,946
+2,114
90
$573K 0.25%
12,677
+1,295
91
$544K 0.23%
5,787
+2,481
92
$539K 0.23%
17,378
+143
93
$534K 0.23%
4,080
-15
94
$529K 0.23%
6,124
+382
95
$527K 0.23%
24,387
-1,251
96
$498K 0.21%
1,851
+95
97
$497K 0.21%
1,387
+104
98
$478K 0.21%
1,798
+30
99
$478K 0.21%
22,257
+2,466
100
$473K 0.2%
9,826
-234
2 3
4
5 6