W

WealthStone Portfolio holdings

AUM $287M
1-Year Est. Return 57.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.09%
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
+$2.53M
2
+$2.2M
3
+$1.96M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.94M
5
AMZN icon
Amazon
AMZN
+$1.93M

Top Sells

1
+$214K
2
+$88.9K
3
+$10.5K
4
AMGN icon
Amgen
AMGN
+$7.34K
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
$6.04K ﹤0.01%
+210
302
$5.77K ﹤0.01%
+50
303
$5.64K ﹤0.01%
+420
304
$5.55K ﹤0.01%
+63
305
$5.52K ﹤0.01%
+142
306
$5.41K ﹤0.01%
+109
307
$5.41K ﹤0.01%
+148
308
$5.28K ﹤0.01%
+42
309
$5.26K ﹤0.01%
+264
310
$5.24K ﹤0.01%
+150
311
$5.22K ﹤0.01%
+200
312
– –
0
313
$5.2K ﹤0.01%
+85
314
$5.19K ﹤0.01%
+32
315
$5.17K ﹤0.01%
+39
316
$5.16K ﹤0.01%
+125
317
$5.11K ﹤0.01%
40
318
$5.08K ﹤0.01%
+56
319
$5.07K ﹤0.01%
+102
320
$5.01K ﹤0.01%
+398
321
– –
0
322
$4.98K ﹤0.01%
+52
323
$4.98K ﹤0.01%
+97
324
$4.92K ﹤0.01%
+62
325
$4.88K ﹤0.01%
+2,254
11 12
13
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