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
$288M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.26M
3
+$1.26M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K

Top Sells

1
+$1.55M
2
+$1.32M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$704K
5
LOW icon
Lowe's Companies
LOW
+$652K

Sector Composition

1 Technology 14.01%
2 Healthcare 6.81%
3 Industrials 5.47%
4 Financials 5.19%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.16%
4,063
-92
102
$452K 0.16%
3,400
-200
103
$443K 0.15%
2,129
-78
104
$439K 0.15%
3,900
105
$438K 0.15%
8,641
+3,075
106
$432K 0.15%
2,455
-200
107
$420K 0.15%
6,737
108
$402K 0.14%
10,600
-120
109
$402K 0.14%
4,844
-311
110
$397K 0.14%
4,706
-150
111
$397K 0.14%
3,164
+14
112
$397K 0.14%
4,492
-105
113
$397K 0.14%
16,106
+2,850
114
$394K 0.14%
1,261
+10
115
$391K 0.14%
1,386
+18
116
$376K 0.13%
1,950
117
$359K 0.12%
10,126
+1,765
118
$351K 0.12%
29,525
-37,123
119
$342K 0.12%
12,717
+672
120
$327K 0.11%
1,827
121
$323K 0.11%
3,298
-651
122
$315K 0.11%
1,748
+20
123
$315K 0.11%
1,535
+35
124
$312K 0.11%
8,000
-400
125
$304K 0.11%
5,951
-30,398
2 3 4
5
6