SSW
Stone Summit Wealth Portfolio holdings
AUM
$323M
This Quarter Return
-5.27%
1 Year Return
+13.14%
3 Year Return
+49.67%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+45%)
Cap. Flow
+$62.3M
Cap. Flow
% of AUM
34.88%
Top 10 Holdings %
Top 10 Hldgs %
31.61%
Holding
131
New
28
Increased
77
Reduced
21
Closed
2
Top Buys
| 1 |
Microsoft
MSFT
|
$18.5M |
| 2 |
PepsiCo
PEP
|
$2.08M |
| 3 |
Home Depot
HD
|
$2.07M |
| 4 |
JPMorgan Chase
JPM
|
$1.62M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.58M |
Top Sells
| 1 |
Nutrien
NTR
|
$451K |
| 2 |
NLSN
Nielsen Holdings plc
NLSN
|
$345K |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$260K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$208K |
| 5 |
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% |
