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
$163M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$661K
2 +$613K
3 +$500K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$380K
5
PGX icon
Invesco Preferred ETF
PGX
+$344K

Top Sells

1 +$355K
2 +$312K
3 +$298K
4
JBTM
JBT Marel
JBTM
+$232K
5
CL icon
Colgate-Palmolive
CL
+$220K

Sector Composition

1 Technology 14.92%
2 Healthcare 8.82%
3 Consumer Discretionary 6.38%
4 Financials 5.69%
5 Communication Services 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,710
127
-10,419
128
-3,974
129
-2,100