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
351
$4.11K ﹤0.01%
+936
352
$4.07K ﹤0.01%
+46
353
$4.07K ﹤0.01%
+13
354
$4.03K ﹤0.01%
+184
355
$3.97K ﹤0.01%
+58
356
$3.96K ﹤0.01%
+78
357
$3.93K ﹤0.01%
+177
358
$3.89K ﹤0.01%
+73
359
$3.87K ﹤0.01%
35
360
$3.84K ﹤0.01%
+330
361
$3.83K ﹤0.01%
33
362
$3.82K ﹤0.01%
+72
363
$3.81K ﹤0.01%
+27
364
$3.81K ﹤0.01%
+198
365
$3.8K ﹤0.01%
+26
366
$3.73K ﹤0.01%
+155
367
$3.72K ﹤0.01%
49
368
$3.71K ﹤0.01%
+54
369
$3.7K ﹤0.01%
+95
370
$3.64K ﹤0.01%
67
371
$3.63K ﹤0.01%
+44
372
$3.63K ﹤0.01%
+90
373
$3.62K ﹤0.01%
+82
374
$3.57K ﹤0.01%
+484
375
$3.57K ﹤0.01%
+60
13 14
15
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