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
$261M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.04M
3
+$947K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$754K
5
BND icon
Vanguard Total Bond Market
BND
+$527K

Top Sells

1
+$870K
2
+$650K
3
+$573K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$527K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$516K

Sector Composition

1 Technology 13.99%
2 Healthcare 6.95%
3 Industrials 5.39%
4 Financials 5.13%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$474K 0.18%
3,474
+1,440
102
$466K 0.18%
2,734
-35
103
$461K 0.18%
2,298
104
$445K 0.17%
2,561
+50
105
$440K 0.17%
1,234
-25
106
$437K 0.17%
4,155
+577
107
$429K 0.16%
5,155
-693
108
$428K 0.16%
3,600
109
$425K 0.16%
2,207
-40
110
$407K 0.16%
4,597
-805
111
$406K 0.16%
1,368
112
$402K 0.15%
6,737
113
$392K 0.15%
3,949
-1,838
114
$365K 0.14%
4,856
+193
115
$363K 0.14%
3,900
116
$361K 0.14%
10,720
-1,346
117
$332K 0.13%
3,150
-56
118
$325K 0.12%
6,245
-622
119
$315K 0.12%
1,500
120
$313K 0.12%
+13,256
121
$310K 0.12%
8,400
-1,600
122
$306K 0.12%
12,045
123
$302K 0.12%
1,827
124
$301K 0.12%
1,251
125
$291K 0.11%
8,361
-592
2 3 4
5
6