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
326
$4.88K ﹤0.01%
+2,254
327
$4.8K ﹤0.01%
+186
328
$4.79K ﹤0.01%
+82
329
$4.76K ﹤0.01%
+196
330
– –
0
331
$4.72K ﹤0.01%
+148
332
$4.68K ﹤0.01%
+129
333
$4.65K ﹤0.01%
+17
334
$4.61K ﹤0.01%
+192
335
$4.52K ﹤0.01%
480
+140
336
$4.51K ﹤0.01%
+45
337
$4.47K ﹤0.01%
+27
338
$4.46K ﹤0.01%
+29
339
$4.43K ﹤0.01%
+45
340
$4.42K ﹤0.01%
+151
341
$4.42K ﹤0.01%
+58
342
$4.41K ﹤0.01%
+31
343
$4.39K ﹤0.01%
+12
344
$4.38K ﹤0.01%
+210
345
$4.36K ﹤0.01%
+125
346
$4.35K ﹤0.01%
+9
347
$4.26K ﹤0.01%
+77
348
$4.24K ﹤0.01%
+48
349
$4.18K ﹤0.01%
+198
350
$4.17K ﹤0.01%
+15
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14
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