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
$225M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$848K
3
+$805K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$791K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$651K

Top Sells

1
+$499K
2
+$440K
3
+$387K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$336K
5
SYK icon
Stryker
SYK
+$327K

Sector Composition

1 Technology 13.26%
2 Industrials 8.66%
3 Healthcare 8.13%
4 Financials 5.15%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$233K 0.1%
4,460
127
$227K 0.1%
2,510
128
$223K 0.1%
1,303
-58
129
$215K 0.1%
2,900
-176
130
$215K 0.1%
+573
131
$203K 0.09%
2,700
-54
132
$201K 0.09%
+1,948
133
$115K 0.05%
13,020
134
– –
-10,878
135
– –
-1,515
2 3 4 5
6