W

WealthStone Portfolio holdings

AUM $287M
1-Year Est. Return 57.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.9M
3
+$3.27M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.63M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.07M

Top Sells

1
+$21.2M
2
+$2.34M
3
+$1.99M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.91M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.42M

Sector Composition

1 Technology 13.23%
2 Consumer Discretionary 6.8%
3 Healthcare 6.72%
4 Financials 6.27%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-19,125
252
– –
-1,691
253
– –
-2,674
254
– –
-12,000
255
– –
-9,334
256
– –
-12,252
257
– –
-2,224
7 8 9 10
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