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
$204M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$1.6M
3
+$1.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.41M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.31M

Top Sells

1
+$1.26M
2
+$857K
3
+$695K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$381K
5
AMZN icon
Amazon
AMZN
+$278K

Sector Composition

1 Technology 12.36%
2 Healthcare 8.94%
3 Industrials 8.81%
4 Financials 5.76%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.18%
1,415
102
$372K 0.18%
11,226
103
$364K 0.18%
2,511
104
$364K 0.18%
2,953
+225
105
$349K 0.17%
2,300
-419
106
$345K 0.17%
6,737
107
$343K 0.17%
1,600
-14
108
$333K 0.16%
870
+125
109
$327K 0.16%
1,821
-80
110
$327K 0.16%
1,525
111
$324K 0.16%
+20,146
112
$317K 0.16%
4,032
113
$306K 0.15%
2,460
+565
114
$292K 0.14%
+3,015
115
$289K 0.14%
9,241
-1,458
116
$287K 0.14%
3,076
117
$284K 0.14%
8,617
-732
118
$277K 0.14%
4,048
119
$268K 0.13%
+4,195
120
$265K 0.13%
4,528
-250
121
$261K 0.13%
5,931
122
$240K 0.12%
4,785
123
$235K 0.12%
881
-394
124
$217K 0.11%
+2,754
125
$214K 0.1%
+1,361
2 3 4
5
6