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
$223M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.27M
3
+$2.08M
4
MA icon
Mastercard
MA
+$2M
5
MDLZ icon
Mondelez International
MDLZ
+$1.97M

Top Sells

1
+$210K
2
+$87K
3
+$10K
4
AMGN icon
Amgen
AMGN
+$7.55K
5
ORBC
ORBCOMM, Inc.
ORBC
+$7K

Sector Composition

1 Financials 6.55%
2 Healthcare 5.5%
3 Consumer Staples 5.34%
4 Technology 5.28%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7.47K ﹤0.01%
+186
277
$7.38K ﹤0.01%
+180
278
$7.33K ﹤0.01%
+51
279
$7.32K ﹤0.01%
+137
280
$7.31K ﹤0.01%
+50
281
$7.27K ﹤0.01%
+448
282
$7.15K ﹤0.01%
+137
283
$7.13K ﹤0.01%
+25
284
$7.1K ﹤0.01%
+664
285
$7.1K ﹤0.01%
+389
286
$7.04K ﹤0.01%
+100
287
– –
0
288
$6.97K ﹤0.01%
+265
289
$6.93K ﹤0.01%
+41
290
$6.88K ﹤0.01%
+504
291
$6.88K ﹤0.01%
+368
292
$6.81K ﹤0.01%
+50
293
– –
0
294
$6.69K ﹤0.01%
+262
295
$6.57K ﹤0.01%
+331
296
$6.49K ﹤0.01%
+84
297
$6.43K ﹤0.01%
51
298
$6.43K ﹤0.01%
+118
299
$6.35K ﹤0.01%
31
300
$6.29K ﹤0.01%
+46
10 11
12
13 14