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
$153M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.35M
3
+$2.03M
4
PLTR icon
Palantir
PLTR
+$545K
5
AVGO icon
Broadcom
AVGO
+$505K

Top Sells

1
+$997K
2
+$995K
3
+$995K
4
CURE icon
Direxion Daily Healthcare Bull 3X Shares
CURE
+$246K
5
ARM icon
Arm
ARM
+$189K

Sector Composition

1 Technology 18.94%
2 Communication Services 7.69%
3 Consumer Discretionary 4.94%
4 Healthcare 3.42%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$450K 0.29%
731
-2
52
$435K 0.28%
1,376
53
$415K 0.27%
1,011
54
$381K 0.25%
3,090
-1,535
55
$334K 0.22%
12,238
-550
56
$261K 0.17%
1,122
-112
57
$245K 0.16%
2,711
-173
58
$240K 0.16%
1,000
59
$224K 0.15%
315
-1
60
$222K 0.15%
500
61
$218K 0.14%
+540
62
$211K 0.14%
600
63
$201K 0.13%
1,500
64
– –
-1,845
1 2
3