SSW

Stone Summit Wealth Portfolio holdings

AUM $369M
1-Year Est. Return 20.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$4.04M
2 +$3.56M
3 +$3.54M
4
NKE icon
Nike
NKE
+$3.43M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.62%
2 Consumer Discretionary 7.34%
3 Healthcare 6.98%
4 Financials 5.78%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$237K 0.19%
+3,845
102
$208K 0.17%
+788
103
$88K 0.07%
+11,000