SSW

Stone Summit Wealth Portfolio holdings

AUM $353M
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$697K
3
+$591K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$572K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$542K

Top Sells

1
+$1.96M
2
+$808K
3
+$495K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$200K
5
MRK icon
Merck
MRK
+$196K

Sector Composition

1 Technology 12.91%
2 Healthcare 5.76%
3 Financials 5.63%
4 Communication Services 2.79%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$272K 0.09%
6,915
-19
127
$267K 0.09%
4,323
-20
128
$266K 0.09%
9,643
-1,431
129
$265K 0.09%
1,586
-19
130
$261K 0.09%
1,990
-10
131
$261K 0.09%
11,035
132
$257K 0.09%
11,954
-1,247
133
$255K 0.09%
7,045
134
$254K 0.09%
4,005
-105
135
$254K 0.09%
1,200
136
$247K 0.08%
2,635
-105
137
$242K 0.08%
788
138
$237K 0.08%
4,450
-40
139
$231K 0.08%
8,922
-74
140
$200K 0.07%
13,020
2 3 4 5
6