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
251
$9.85K ﹤0.01%
+332
252
$9.81K ﹤0.01%
+174
253
$9.61K ﹤0.01%
+58
254
– –
0
255
$9.24K ﹤0.01%
+132
256
$8.87K ﹤0.01%
+300
257
$8.81K ﹤0.01%
+77
258
$8.72K ﹤0.01%
+33
259
$8.67K ﹤0.01%
+52
260
$8.58K ﹤0.01%
+317
261
$8.45K ﹤0.01%
+62
262
$8.44K ﹤0.01%
+169
263
$8.07K ﹤0.01%
770
-15
264
$8.05K ﹤0.01%
+218
265
$7.99K ﹤0.01%
+200
266
$7.94K ﹤0.01%
+261
267
$7.89K ﹤0.01%
+75
268
$7.85K ﹤0.01%
+135
269
$7.71K ﹤0.01%
+21
270
$7.68K ﹤0.01%
+1,067
271
$7.65K ﹤0.01%
+130
272
$7.63K ﹤0.01%
+915
273
$7.61K ﹤0.01%
+204
274
$7.5K ﹤0.01%
+294
275
$7.48K ﹤0.01%
+205
9 10
11
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