SSW

Stone Summit Wealth Portfolio holdings

AUM $323M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$2.08M
3
+$2.07M
4
JPM icon
JPMorgan Chase
JPM
+$1.62M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Top Sells

1
+$451K
2
+$345K
3
+$260K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$208K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$208K

Sector Composition

1 Technology 17.07%
2 Healthcare 8.32%
3 Consumer Discretionary 7.1%
4 Financials 6.22%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$368K 0.21%
+2,320
102
$367K 0.21%
7,107
-5,038
103
$367K 0.21%
2,288
-810
104
$366K 0.21%
3,775
+820
105
$357K 0.2%
3,996
-56
106
$352K 0.2%
+1,415
107
$350K 0.2%
8,337
-866
108
$348K 0.2%
+1,776
109
$338K 0.19%
2,174
+106
110
$335K 0.19%
7,090
-3,482
111
$327K 0.18%
+3,230
112
$321K 0.18%
+707
113
$318K 0.18%
+1,951
114
$312K 0.17%
13,017
+111
115
$311K 0.17%
+1,900
116
$307K 0.17%
8,538
+568
117
$286K 0.16%
+1,610
118
$279K 0.16%
4,785
+940
119
$277K 0.16%
5,931
120
$255K 0.14%
2,100
-300
121
$240K 0.13%
+1,323
122
$237K 0.13%
4,247
-79
123
$221K 0.12%
+830
124
$211K 0.12%
1,265
-470
125
$207K 0.12%
+1,361
2 3 4
5
6