SSW
Stone Summit Wealth Portfolio holdings
AUM
$323M
1-Year Return
13.14%
This Quarter Return
+6.62%
1 Year Return
+13.14%
3 Year Return
+49.67%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.4%
Holding
103
New
103
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$4.04M |
| 2 |
Vanguard Value ETF
VTV
|
$3.65M |
| 3 |
Nike
NKE
|
$3.46M |
| 4 |
JPMorgan Chase
JPM
|
$3.44M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.35M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE All-World ex-US ETF
VEU
$48.5B
| $237K | 0.19% |
+3,845
| New | +$237K |
|
102
iShares Russell 1000 ETF
IWB
$43.5B
| $208K | 0.17% |
+788
| New | +$208K |
|
103
Teva Pharmaceuticals
TEVA
$21.2B
| $88K | 0.07% |
+11,000
| New | +$88K |
|