SWM

StoneCrest Wealth Management Portfolio holdings

AUM $210M
1-Year Est. Return 20.8%
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$481K
3
+$452K
4
ARM icon
Arm
ARM
+$386K
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$362K

Top Sells

1
+$1.66M
2
+$590K
3
+$505K
4
AAPL icon
Apple
AAPL
+$504K
5
PANW icon
Palo Alto Networks
PANW
+$349K

Sector Composition

1 Technology 20.31%
2 Consumer Discretionary 5.28%
3 Communication Services 4.11%
4 Healthcare 2.47%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.24%
+1,560
52
$265K 0.23%
2,116
53
$263K 0.23%
764
-33
54
$200K 0.17%
+1,000
1 2
3