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
$219M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.91M
3
+$3.26M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.6M
5
AON icon
Aon
AON
+$2.14M

Top Sells

1
+$21.2M
2
+$2.37M
3
+$2.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.89M
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
– –
-9,226
252
– –
-1,063
253
– –
-5,500
254
– –
-10,637
255
– –
-3,810
256
– –
-1,998
257
– –
-7,000
7 8 9 10
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