W
WealthStone Portfolio holdings
AUM
$287M
1-Year Est. Return
57.08%
1 Year Est. Return
+57.08%
AUM
$287M
AUM Growth
+$4.87M
(+1.7%)
Holding
297
Top Buys
| 1 | +$3.77M | |
| 2 | +$3.45M | |
| 3 | +$1.72M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.17M |
| 5 |
Truist Financial
TFC
|
+$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
Unilever
UL
$154B
| – | – |
-4,873
|
|
||
277
WESCO International
WCC
$10.6B
| – | – |
-2,616
|
|
||
278
Apple
AAPL
$3.89T
| – | – |
-87,111
|
|
||
|
279
Abbott
ABT
$225B
| – | – |
-6,882
|
|
||
280
Aegon
AEG
$11.6B
| – | – |
-60,493
|
|
||
281
ASML
ASML
$405B
| – | – |
-1,155
|
|
||
282
Bank of America
BAC
$381B
| – | – |
-18,762
|
|
||
283
Banco Bradesco
BBD
$35.8B
| – | – |
-14,923
|
|
||
284
Barclays
BCS
$68.4B
| – | – |
-67,603
|
|
||
285
BorgWarner
BWA
$9.3B
| – | – |
-8,451
|
|
||
286
CoStar Group
CSGP
$31.8B
| – | – |
-2,200
|
|
||
287
Dimensional Emerging Core Equity Market ETF
DFAE
$7.05B
| – | – |
-367,785
|
|
||
|
288
Dimensional International Core Equity Market ETF
DFAI
$11.8B
| – | – |
-32,949
|
|
||
289
Dimensional US Core Equity Market ETF
DFAU
$9.44B
| – | – |
-296,076
|
|
||
290
Genmab
GMAB
$18.8B
| – | – |
-6,415
|
|
||
291
GSK
GSK
$88.7B
| – | – |
-4,465
|
|
||
292
Yum China
YUMC
$16.3B
| – | – |
-3,757
|
|
||
|
BIG
293
DELISTED
Big Lots, Inc.
BIG
| – | – |
-5,159
|
|
||
|
SPLK
294
DELISTED
Splunk Inc
SPLK
| – | – |
-1,297
|
|
||
|
MIC
295
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| – | – |
-5,613
|
|