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
$323M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.27M
3 +$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.01M
5
VUG icon
Vanguard Growth ETF
VUG
+$787K

Sector Composition

1 Technology 15.2%
2 Financials 5.87%
3 Healthcare 5.13%
4 Communication Services 2.93%
5 Consumer Discretionary 2.43%