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
$225M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$848K
3
+$805K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$791K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$651K

Top Sells

1
+$499K
2
+$440K
3
+$387K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$336K
5
SYK icon
Stryker
SYK
+$327K

Sector Composition

1 Technology 13.26%
2 Industrials 8.66%
3 Healthcare 8.13%
4 Financials 5.15%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$376K 0.17%
1,556
-115
102
$373K 0.17%
21,446
+1,300
103
$372K 0.17%
17,004
-21
104
$369K 0.16%
1,510
-15
105
$355K 0.16%
6,737
106
$354K 0.16%
2,300
107
$353K 0.16%
862
-8
108
$353K 0.16%
2,335
-125
109
$341K 0.15%
6,935
-2,096
110
$326K 0.15%
4,042
+10
111
$326K 0.15%
7,999
-63
112
$317K 0.14%
11,101
-125
113
$300K 0.13%
3,600
-448
114
$294K 0.13%
8,865
-376
115
$291K 0.13%
908
+27
116
$289K 0.13%
4,528
117
$287K 0.13%
8,402
-215
118
$287K 0.13%
1,500
-100
119
$264K 0.12%
5,931
120
$260K 0.12%
1,596
-225
121
$254K 0.11%
4,755
-30
122
$252K 0.11%
4,231
-2,986
123
$246K 0.11%
3,900
-295
124
$245K 0.11%
3,571
+660
125
$242K 0.11%
2,425
-590
2 3 4
5
6