SWM
StoneCrest Wealth Management Portfolio holdings
AUM
$236M
1-Year Est. Return
32.45%
This Fund
S&P 500
1 Year Est. Return
+32.45%
AUM
$236M
AUM Growth
-$11.4M
(-4.6%)
Holding
77
Top Buys
| 1 | +$3.87M | |
| 2 | +$2.45M | |
| 3 | +$683K | |
| 4 |
Scholar Rock
SRRK
|
+$534K |
| 5 |
Bloom Energy
BE
|
+$469K |
Top Sells
| 1 | +$2.86M | |
| 2 | +$2.71M | |
| 3 | +$776K | |
| 4 |
XLVI
State Street Health Care Select Sector SPDR Premium Income ETF
XLVI
|
+$385K |
| 5 |
NVIDIA
NVDA
|
+$283K |
Sector Composition
| 1 | Technology | 14.79% |
| 2 | Communication Services | 6.67% |
| 3 | Healthcare | 4.2% |
| 4 | Consumer Discretionary | 2.68% |
| 5 | Industrials | 1.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Tesla
TSLA
$1.5T
| – | – |
-594
|
|
||
77
Viridian Therapeutics
VRDN
$1.51B
| – | – |
-24,920
|
|