SSW
Stone Summit Wealth Portfolio holdings
AUM
$323M
1-Year Return
13.14%
This Quarter Return
-1.82%
1 Year Return
+13.14%
3 Year Return
+49.67%
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
-$2.78M
(-0.93%)
Cap. Flow
+$4.74M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
32.74%
Holding
140
New
2
Increased
49
Reduced
69
Closed
–
Top Buys
| 1 |
Agilent Technologies
A
|
$2.53M |
| 2 |
Dimensional International Value ETF
DFIV
|
$697K |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$591K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$572K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$542K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.96M |
| 2 |
United Parcel Service
UPS
|
$808K |
| 3 |
Nike
NKE
|
$495K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$200K |
| 5 |
Merck
MRK
|
$196K |
Sector Composition
| 1 | Technology | 12.91% |
| 2 | Healthcare | 5.76% |
| 3 | Financials | 5.63% |
| 4 | Communication Services | 2.79% |
| 5 | Consumer Discretionary | 2.62% |
