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
$241M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$946K
3
+$892K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$776K
5
VTV icon
Vanguard Value ETF
VTV
+$725K

Top Sells

1
+$1.67M
2
+$615K
3
+$508K
4
VUG icon
Vanguard Growth ETF
VUG
+$271K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$233K

Sector Composition

1 Technology 14.08%
2 Healthcare 8.04%
3 Industrials 6.9%
4 Financials 5.2%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.11%
+2,580
127
$259K 0.11%
4,755
128
$252K 0.1%
4,273
+42
129
$252K 0.1%
1,251
-52
130
$251K 0.1%
1,596
131
$244K 0.1%
1,875
-73
132
$231K 0.1%
4,460
133
$218K 0.09%
+1,641
134
$211K 0.09%
3,306
-265
135
$208K 0.09%
2,700
136
$200K 0.08%
2,900
137
$98K 0.04%
13,020
138
– –
-46,985
2 3 4 5
6