SSW
Stone Summit Wealth Portfolio holdings
AUM
$323M
This Quarter Return
+4.01%
1 Year Return
+13.14%
3 Year Return
+49.67%
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(+7.3%)
Cap. Flow
+$9.37M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
32.78%
Holding
138
New
5
Increased
76
Reduced
40
Closed
1
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$989K |
| 2 |
Merck
MRK
|
$946K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$892K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$776K |
| 5 |
Vanguard Value ETF
VTV
|
$725K |
Top Sells
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$1.67M |
| 2 |
LLAP
Terran Orbital Corporation
LLAP
|
$615K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$508K |
| 4 |
Vanguard Growth ETF
VUG
|
$271K |
| 5 |
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% |
