W
WealthStone Portfolio holdings
AUM
$287M
1-Year Est. Return
57.09%
This Fund
S&P 500
1 Year Est. Return
+57.09%
AUM
$287M
AUM Growth
+$4.87M
(+1.7%)
Holding
297
Top Buys
| 1 | +$4.03M | |
| 2 | +$3.11M | |
| 3 | +$1.75M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.17M |
| 5 |
VF Corp
VFC
|
+$1.01M |
Top Sells
| 1 | +$11.6M | |
| 2 | +$9.88M | |
| 3 | +$7.78M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$874K |
| 5 |
Abbott
ABT
|
+$754K |
Sector Composition
| 1 | Technology | 10.82% |
| 2 | Consumer Discretionary | 7.71% |
| 3 | Financials | 7.69% |
| 4 | Healthcare | 6.6% |
| 5 | Communication Services | 5.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Aegon
AEG
$10.7B
| – | – |
-60,493
|
|
||
277
ASML
ASML
$527B
| – | – |
-1,155
|
|
||
278
Bank of America
BAC
$359B
| – | – |
-18,762
|
|
||
279
Banco Bradesco
BBD
$41.4B
| – | – |
-14,923
|
|
||
280
Barclays
BCS
$77.3B
| – | – |
-67,603
|
|
||
281
BorgWarner
BWA
$10.9B
| – | – |
-8,451
|
|
||
282
CoStar Group
CSGP
$20B
| – | – |
-2,200
|
|
||
283
Dimensional Emerging Core Equity Market ETF
DFAE
$8.06B
| – | – |
-367,785
|
|
||
|
284
Dimensional International Core Equity Market ETF
DFAI
$14.1B
| – | – |
-32,949
|
|
||
285
Dimensional US Core Equity Market ETF
DFAU
$10.6B
| – | – |
-296,076
|
|
||
286
Genmab
GMAB
$16.9B
| – | – |
-6,415
|
|
||
287
GSK
GSK
$111B
| – | – |
-4,465
|
|
||
288
LCNB Corp
LCNB
$249M
| – | – |
-25,000
|
|
||
289
Unilever
UL
$147B
| – | – |
-4,332
|
|
||
290
WESCO International
WCC
$13.9B
| – | – |
-2,616
|
|
||
291
Yum China
YUMC
$18.5B
| – | – |
-3,757
|
|
||
|
BIG
292
DELISTED
Big Lots, Inc.
BIG
| – | – |
-5,159
|
|
||
|
SPLK
293
DELISTED
Splunk Inc
SPLK
| – | – |
-1,297
|
|
||
|
MIC
294
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| – | – |
-5,613
|
|
||
295
Apple
AAPL
$3.82T
| – | – |
-87,111
|
|