SSW

Stone Summit Wealth Portfolio holdings

AUM $359M
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.56M
3
+$4.71M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.28M

Top Sells

1
+$3.46M
2
+$3.43M
3
+$3.09M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.02M

Sector Composition

1 Technology 15.05%
2 Financials 5.93%
3 Healthcare 4.85%
4 Communication Services 3.36%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$506K 0.14%
3,800
102
$473K 0.13%
940
-35
103
$464K 0.13%
1,646
-350
104
$461K 0.13%
6,737
105
$408K 0.12%
14,018
-2,910
106
$399K 0.11%
1,850
107
$393K 0.11%
1,050
108
$392K 0.11%
3,842
-1,117
109
$390K 0.11%
2,770
-236
110
$390K 0.11%
2,090
-13
111
$380K 0.11%
5,223
112
$377K 0.11%
1,240
-80
113
$372K 0.11%
2,670
-305
114
$360K 0.1%
31,050
-19,650
115
$352K 0.1%
3,692
-39
116
$343K 0.1%
12,561
117
$340K 0.1%
+3,716
118
$339K 0.1%
4,755
119
$327K 0.09%
1,489
-58
120
$320K 0.09%
7,000
-400
121
$319K 0.09%
8,768
-26,108
122
$314K 0.09%
9,849
-321
123
$290K 0.08%
6,420
-1,500
124
$288K 0.08%
4,210
125
$288K 0.08%
788
2 3 4
5
6