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
301
$6.09K ﹤0.01%
+157
302
$6.04K ﹤0.01%
+210
303
$5.77K ﹤0.01%
+50
304
$5.64K ﹤0.01%
+420
305
$5.55K ﹤0.01%
+63
306
$5.52K ﹤0.01%
+142
307
$5.41K ﹤0.01%
+109
308
$5.41K ﹤0.01%
+148
309
$5.28K ﹤0.01%
+42
310
$5.26K ﹤0.01%
+264
311
$5.24K ﹤0.01%
+150
312
$5.22K ﹤0.01%
+200
313
0
314
$5.2K ﹤0.01%
+85
315
$5.19K ﹤0.01%
+32
316
$5.17K ﹤0.01%
+39
317
$5.16K ﹤0.01%
+125
318
$5.11K ﹤0.01%
40
319
$5.08K ﹤0.01%
+56
320
$5.07K ﹤0.01%
+102
321
$5.01K ﹤0.01%
+398
322
0
323
$4.98K ﹤0.01%
+52
324
$4.98K ﹤0.01%
+97
325
$4.92K ﹤0.01%
+62