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
$288M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.26M
3
+$1.26M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K

Top Sells

1
+$1.55M
2
+$1.32M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$704K
5
LOW icon
Lowe's Companies
LOW
+$652K

Sector Composition

1 Technology 14.01%
2 Healthcare 6.81%
3 Industrials 5.47%
4 Financials 5.19%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.1%
8,099
+441
127
$279K 0.1%
4,755
128
$272K 0.09%
10,767
+589
129
$268K 0.09%
2,126
-37
130
$268K 0.09%
4,224
131
$267K 0.09%
1,695
+146
132
$253K 0.09%
+11,265
133
$247K 0.09%
2,740
134
$234K 0.08%
9,343
-26
135
$227K 0.08%
788
136
$218K 0.08%
+1,143
137
$217K 0.08%
3,960
-2,285
138
$216K 0.07%
4,319
+1
139
$202K 0.07%
+1,862
140
$184K 0.06%
13,020
141
– –
-2,900
142
– –
-14,620
143
– –
-52,170
2 3 4 5
6