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
$288M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.26M
3
+$1.26M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K

Top Sells

1
+$1.55M
2
+$1.32M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$704K
5
LOW icon
Lowe's Companies
LOW
+$652K

Sector Composition

1 Technology 14.01%
2 Healthcare 6.81%
3 Industrials 5.47%
4 Financials 5.19%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$840K 0.29%
17,544
-7,627
77
$821K 0.29%
7,064
+274
78
$785K 0.27%
25,974
+1,806
79
$763K 0.27%
7,353
+838
80
$702K 0.24%
35,956
+1,924
81
$700K 0.24%
4,313
-1
82
$699K 0.24%
11,610
83
$690K 0.24%
6,852
-20
84
$677K 0.24%
22,733
-699
85
$670K 0.23%
18,683
-335
86
$663K 0.23%
4,188
-336
87
$607K 0.21%
11,161
-700
88
$598K 0.21%
1,774
-15
89
$596K 0.21%
1,342
-4
90
$566K 0.2%
10,471
-74
91
$550K 0.19%
21,726
-741
92
$539K 0.19%
9,940
93
$536K 0.19%
3,625
+151
94
$526K 0.18%
3,484
-280
95
$509K 0.18%
1,058
-455
96
$499K 0.17%
2,734
97
$496K 0.17%
1,745
-2
98
$483K 0.17%
2,298
99
$478K 0.17%
2,561
100
$477K 0.17%
1,134
-100
2 3
4
5 6