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
$225M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$848K
3
+$805K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$791K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$651K

Top Sells

1
+$499K
2
+$440K
3
+$387K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$336K
5
SYK icon
Stryker
SYK
+$327K

Sector Composition

1 Technology 13.26%
2 Industrials 8.66%
3 Healthcare 8.13%
4 Financials 5.15%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 8%
62,421
-114
2
$12.3M 5.49%
6,705,904
-210,127
3
$9.64M 4.29%
69,830
+3,863
4
$7.27M 3.23%
178,415
+19,424
5
$5.37M 2.39%
29,432
-460
6
$4.97M 2.21%
38,106
-1,370
7
$4.79M 2.13%
46,054
-3,231
8
$4.27M 1.9%
14,971
-1,145
9
$4.03M 1.79%
25,401
+2,234
10
$3.93M 1.75%
32,013
-1,978
11
$3.79M 1.68%
27,396
-560
12
$3.65M 1.62%
45,453
+20,642
13
$3.63M 1.62%
22,030
-689
14
$3.52M 1.57%
47,546
+6,202
15
$3.36M 1.49%
26,350
+372
16
$3.28M 1.46%
19,887
-733
17
$3.22M 1.43%
16,079
-718
18
$2.98M 1.33%
30,844
+113
19
$2.97M 1.32%
8,364
+260
20
$2.89M 1.28%
37,733
+4,711
21
$2.87M 1.28%
14,058
+1,004
22
$2.85M 1.27%
56,567
-1,172
23
$2.81M 1.25%
87,292
+16,091
24
$2.7M 1.2%
32,570
+6,950
25
$2.63M 1.17%
13,556
-10
1
2 3 4 5