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
$261M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.04M
3
+$947K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$754K
5
BND icon
Vanguard Total Bond Market
BND
+$527K

Top Sells

1
+$870K
2
+$650K
3
+$573K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$527K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$516K

Sector Composition

1 Technology 13.99%
2 Healthcare 6.95%
3 Industrials 5.39%
4 Financials 5.13%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.11%
5,566
-63
127
$271K 0.1%
7,658
+17
128
$267K 0.1%
4,755
129
$263K 0.1%
1,728
-347
130
$261K 0.1%
4,224
131
$252K 0.1%
10,178
-56
132
$247K 0.09%
+2,163
133
$231K 0.09%
1,549
-47
134
$229K 0.09%
2,900
135
$226K 0.09%
9,369
+119
136
$218K 0.08%
+2,740
137
$218K 0.08%
4,318
-250
138
$207K 0.08%
+788
139
$136K 0.05%
13,020
140
– –
-12,677
141
– –
-7,437
142
– –
-24,387
2 3 4 5
6