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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.65M
3
+$3.46M
4
JPM icon
JPMorgan Chase
JPM
+$3.44M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.62%
2 Consumer Discretionary 7.34%
3 Healthcare 6.98%
4 Financials 5.78%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.04M 3.28%
+27,980
2
$3.65M 2.96%
+24,787
3
$3.46M 2.81%
+20,772
4
$3.44M 2.79%
+21,697
5
$3.35M 2.72%
+79,858
6
$3.24M 2.63%
+17,719
7
$3.14M 2.55%
+17,673
8
$2.92M 2.37%
+11,304
9
$2.76M 2.24%
+10,319
10
$2.53M 2.05%
+14,597
11
$2.52M 2.04%
+15,740
12
$2.34M 1.9%
+28,944
13
$2.33M 1.89%
+4,880
14
$2.28M 1.85%
+7,123
15
$2.27M 1.84%
+13,890
16
$2.25M 1.82%
+19,627
17
$2.11M 1.71%
+41,118
18
$2.1M 1.7%
+19,809
19
$2.06M 1.67%
+13,353
20
$1.98M 1.61%
+9,235
21
$1.98M 1.6%
+35,403
22
$1.87M 1.52%
+8,469
23
$1.86M 1.51%
+7,923
24
$1.84M 1.49%
+42,370
25
$1.74M 1.41%
+18,611
1
2 3 4 5