SSW

Stone Summit Wealth Portfolio holdings

AUM $359M
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.56M
3
+$4.71M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.28M

Top Sells

1
+$3.46M
2
+$3.43M
3
+$3.09M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.02M

Sector Composition

1 Technology 15.05%
2 Financials 5.93%
3 Healthcare 4.85%
4 Communication Services 3.36%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$778K 0.22%
4,195
+535
77
$740K 0.21%
14,350
+4,450
78
$732K 0.21%
31,432
-4,225
79
$731K 0.21%
3,006
-20
80
$705K 0.2%
1,183
-480
81
$680K 0.19%
2,100
-175
82
$673K 0.19%
5,970
-345
83
$673K 0.19%
21,280
-11,705
84
$665K 0.19%
5,680
-152
85
$659K 0.19%
15,395
-1,110
86
$622K 0.18%
1,015
-8
87
$619K 0.18%
5,563
-18,054
88
$608K 0.17%
4,171
89
$606K 0.17%
23,589
-588
90
$583K 0.17%
2,704
-25
91
$580K 0.16%
8,320
-460
92
$551K 0.16%
19,758
-771
93
$547K 0.16%
8,115
-1,403
94
$545K 0.15%
2,251
-26
95
$533K 0.15%
3,470
+655
96
$525K 0.15%
1,861
+26
97
$524K 0.15%
3,275
98
$520K 0.15%
4,306
-142
99
$514K 0.15%
2,490
-62
100
$513K 0.15%
10,380
-70,089
2 3
4
5 6