SSW

Stone Summit Wealth Portfolio holdings

AUM $359M
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.56M
3
+$4.71M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.28M

Top Sells

1
+$3.46M
2
+$3.43M
3
+$3.09M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.02M

Sector Composition

1 Technology 15.05%
2 Financials 5.93%
3 Healthcare 4.85%
4 Communication Services 3.36%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$274K 0.08%
3,571
-434
127
$273K 0.08%
5,416
-1,161
128
$271K 0.08%
4,370
-80
129
$269K 0.08%
8,075
-1,221
130
$269K 0.08%
+1,032
131
$268K 0.08%
1,735
-110
132
$256K 0.07%
5,047
-17,284
133
$253K 0.07%
5,678
-342
134
$253K 0.07%
1,273
135
$246K 0.07%
+1,200
136
$230K 0.07%
1,483
-203
137
$230K 0.07%
2,350
138
$223K 0.06%
11,020
139
$221K 0.06%
1,086
-91
140
$221K 0.06%
4,719
-490
141
$220K 0.06%
8,376
-159
142
$218K 0.06%
3,213
-53
143
$209K 0.06%
2,615
-20
144
– –
-7,014
145
– –
-3,933
146
– –
-16,260
147
– –
-28,641
2 3 4 5
6