SSW

Stone Summit Wealth Portfolio holdings

AUM $353M
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
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 +$3.65M
3 +$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$3.44M
5
SPYV icon
State Street 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 Change
in Stake
Capital Flow
101
$237K 0.19%
+3,845
102
$208K 0.17%
+788
103
$88K 0.07%
+11,000