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
$287M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$3.45M
3 +$1.72M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.17M
5
TFC icon
Truist Financial
TFC
+$1.01M

Top Sells

1 +$11.6M
2 +$9.88M
3 +$7.78M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$874K
5
ABT icon
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%