SSW

Stone Summit Wealth Portfolio holdings

AUM $353M
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.04M
3
+$947K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$754K
5
BND icon
Vanguard Total Bond Market
BND
+$527K

Top Sells

1
+$870K
2
+$650K
3
+$573K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$527K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$516K

Sector Composition

1 Technology 13.99%
2 Healthcare 6.95%
3 Industrials 5.39%
4 Financials 5.13%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$839K 0.32%
14,234
-396
77
$824K 0.32%
14,620
-6,125
78
$764K 0.29%
66,648
-1,989
79
$724K 0.28%
21,478
-369
80
$709K 0.27%
4,524
-25
81
$698K 0.27%
23,432
-4,150
82
$697K 0.27%
6,872
+2,919
83
$692K 0.27%
24,168
+2,222
84
$679K 0.26%
6,790
85
$661K 0.25%
1,513
-24
86
$660K 0.25%
2,655
-308
87
$647K 0.25%
19,018
+1,640
88
$632K 0.24%
4,314
89
$631K 0.24%
6,515
+391
90
$629K 0.24%
34,032
-1,990
91
$621K 0.24%
11,861
+3,317
92
$610K 0.23%
11,610
-27
93
$551K 0.21%
1,346
-41
94
$543K 0.21%
10,545
+719
95
$542K 0.21%
1,789
-9
96
$526K 0.2%
3,764
-316
97
$525K 0.2%
22,467
+210
98
$510K 0.2%
9,940
-950
99
$508K 0.19%
1,950
100
$503K 0.19%
1,747
-104
2 3
4
5 6