SSW
Stone Summit Wealth Portfolio holdings
AUM
$323M
1-Year Return
13.14%
This Quarter Return
+11.38%
1 Year Return
+13.14%
3 Year Return
+49.67%
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$27.4M
(+12%)
Cap. Flow
+$2.26M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
32.66%
Holding
142
New
4
Increased
44
Reduced
73
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.32M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.04M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$947K |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
$754K |
| 5 |
Vanguard Total Bond Market
BND
|
$527K |
Top Sells
Sector Composition
| 1 | Technology | 13.99% |
| 2 | Healthcare | 6.95% |
| 3 | Industrials | 5.39% |
| 4 | Financials | 5.13% |
| 5 | Consumer Discretionary | 4.04% |
