W
WealthStone Portfolio holdings
AUM
$287M
1-Year Est. Return
57.09%
This Fund
S&P 500
1 Year Est. Return
+57.09%
AUM
$282M
AUM Growth
+$62.8M
(+29%)
Holding
263
Top Buys
| 1 | +$9.65M | |
| 2 | +$7.59M | |
| 3 | +$3.36M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.57M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.11M |
Top Sells
| 1 | +$299K | |
| 2 | +$234K | |
| 3 | +$230K | |
| 4 |
AstraZeneca
AZN
|
+$228K |
| 5 |
TotalEnergies
TTE
|
+$228K |
Sector Composition
| 1 | Technology | 12.59% |
| 2 | Financials | 6.66% |
| 3 | Consumer Discretionary | 6.52% |
| 4 | Healthcare | 6.03% |
| 5 | Communication Services | 5.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Banco Bradesco
BBD
$38.9B
| $65K | 0.02% |
+14,923
|
|
||
252
ICL Group
ICL
$6.38B
| $55K | 0.02% |
10,910
+131
|
|
||
253
Enel Chile
ENIC
$5.27B
| $52K | 0.02% |
13,478
+2,338
|
|
||
254
Ambev
ABEV
$45.6B
| $45K | 0.02% |
+14,596
|
|
||
255
SAP
SAP
$236B
| – | – |
-1,500
|
|
||
|
256
AstraZeneca
AZN
$301B
| – | – |
-4,159
|
|
||
257
Lockheed Martin
LMT
$155B
| – | – |
-547
|
|
||
258
Nomura Holdings
NMR
$22.6B
| – | – |
-13,082
|
|
||
|
259
TotalEnergies
TTE
$167B
| – | – |
-6,656
|
|
||
260
Ultrapar
UGP
$5.33B
| – | – |
-11,982
|
|
||
|
IBDL
261
DELISTED
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
| – | – |
-11,854
|
|
||
262
General Dynamics
GD
$98.3B
| – | – |
-1,570
|
|
||
263
Kroger
KR
$46.9B
| – | – |
-6,439
|
|