W

WealthStone Portfolio holdings

AUM $287M
1-Year Est. Return 57.08%
This Quarter Est. Return
1 Year Est. Return
+57.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.27M
3
+$2.08M
4
MA icon
Mastercard
MA
+$2M
5
MDLZ icon
Mondelez International
MDLZ
+$1.97M

Top Sells

1
+$210K
2
+$87K
3
+$10K
4
AMGN icon
Amgen
AMGN
+$7.55K
5
ORBC
ORBCOMM, Inc.
ORBC
+$7K

Sector Composition

1 Financials 6.55%
2 Healthcare 5.5%
3 Consumer Staples 5.34%
4 Technology 5.28%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
+296
227
$13.9K 0.01%
+87
228
$13.3K 0.01%
+280
229
$13.1K 0.01%
+5,150
230
$12.9K 0.01%
+416
231
$12.7K 0.01%
+400
232
$12K 0.01%
+80
233
$11.9K 0.01%
+500
234
$11.9K 0.01%
+30
235
$11.8K 0.01%
128
-5
236
$11.8K 0.01%
+2,880
237
$11.8K 0.01%
+283
238
$11.6K 0.01%
+1,000
239
$11.4K 0.01%
+207
240
$11.4K 0.01%
+187
241
$11.2K 0.01%
+38
242
$11K ﹤0.01%
+89
243
$11K ﹤0.01%
+313
244
$10.8K ﹤0.01%
+81
245
– –
-198
246
– –
0
247
$10.1K ﹤0.01%
+116
248
$9.97K ﹤0.01%
+85
249
$9.97K ﹤0.01%
+90
250
$9.88K ﹤0.01%
+210
8 9
10
11 12