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SWP

Stone Wealth Partners Portfolio holdings

AUM $111M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$958K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$825K
3
+$721K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K
5
AMAT icon
Applied Materials
AMAT
+$698K

Top Sells

1
+$1.03M
2
+$899K
3
+$587K
4
JPM icon
JPMorgan Chase
JPM
+$520K
5
AMD icon
Advanced Micro Devices
AMD
+$475K

Sector Composition

1 Technology 10.54%
2 Communication Services 5.17%
3 Financials 3.99%
4 Consumer Discretionary 2.3%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$896B
$1.22M 1.1%
4,154
-1,714
IVV icon
27
iShares Core S&P 500 ETF
IVV
$872B
$1.1M 0.99%
1,687
-88
MSFT icon
28
Microsoft
MSFT
$2.9T
$980K 0.88%
2,647
+512
WBD icon
29
Warner Bros
WBD
$66.4B
$916K 0.82%
33,354
-9,534
STX icon
30
Seagate
STX
$186B
$891K 0.8%
2,269
-250
IYK icon
31
iShares US Consumer Staples ETF
IYK
$1.39B
$874K 0.78%
12,476
+3,396
TER icon
32
Teradyne
TER
$57.8B
$851K 0.76%
2,872
+25
MU icon
33
Micron Technology
MU
$1.1T
$851K 0.76%
2,518
+63
TSLA icon
34
Tesla
TSLA
$1.48T
$822K 0.74%
2,211
+322
LRCX icon
35
Lam Research
LRCX
$439B
$807K 0.72%
3,771
+250
OEF icon
36
iShares S&P 100 ETF
OEF
$19.9B
$806K 0.72%
2,534
+692
AVGO icon
37
Broadcom
AVGO
$1.71T
$792K 0.71%
2,560
+308
ALB icon
38
Albemarle
ALB
$16B
$760K 0.68%
+4,225
GLW icon
39
Corning
GLW
$169B
$724K 0.65%
5,323
-719
AMAT icon
40
Applied Materials
AMAT
$479B
$709K 0.64%
+2,074
IWL icon
41
iShares Russell Top 200 ETF
IWL
$2.18B
$690K 0.62%
4,299
MRNA icon
42
Moderna
MRNA
$31.6B
$689K 0.62%
+13,557
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.39T
$623K 0.56%
2,166
+10
IVW icon
44
iShares S&P 500 Growth ETF
IVW
$75.1B
$611K 0.55%
5,403
+2,006
XLV icon
45
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$603K 0.54%
4,113
+2,748
SCHD icon
46
Schwab US Dividend Equity ETF
SCHD
$97.2B
$537K 0.48%
+17,505
GLD icon
47
SPDR Gold Trust
GLD
$133B
$531K 0.48%
1,235
+42
V icon
48
Visa
V
$689B
$507K 0.46%
1,679
+53
SGOV icon
49
iShares 0-3 Month Treasury Bond ETF
SGOV
$95.8B
$500K 0.45%
4,966
VIG icon
50
Vanguard Dividend Appreciation ETF
VIG
$110B
$450K 0.4%
+2,091
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