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
$241M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$946K
3
+$892K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$776K
5
VTV icon
Vanguard Value ETF
VTV
+$725K

Top Sells

1
+$1.67M
2
+$615K
3
+$508K
4
VUG icon
Vanguard Growth ETF
VUG
+$271K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$233K

Sector Composition

1 Technology 14.08%
2 Healthcare 8.04%
3 Industrials 6.9%
4 Financials 5.2%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$418K 0.17%
942
+80
102
$412K 0.17%
1,950
103
$408K 0.17%
1,368
104
$405K 0.17%
4,934
+892
105
$405K 0.17%
2,511
106
$400K 0.17%
2,302
-33
107
$390K 0.16%
1,756
+200
108
$369K 0.15%
6,737
109
$364K 0.15%
7,844
+1,913
110
$347K 0.14%
3,600
111
$337K 0.14%
11,100
-300
112
$335K 0.14%
6,812
-123
113
$324K 0.13%
3,306
+881
114
$319K 0.13%
783
+210
115
$317K 0.13%
11,066
-35
116
$312K 0.13%
4,428
-100
117
$311K 0.13%
1,500
118
$310K 0.13%
+2,600
119
$300K 0.12%
3,900
120
$292K 0.12%
8,802
-63
121
$288K 0.12%
+1,827
122
$276K 0.11%
7,527
-472
123
$272K 0.11%
7,916
-486
124
$270K 0.11%
+11,151
125
$265K 0.11%
2,706
+196
2 3 4
5
6