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
351
$4.15K ﹤0.01%
+26
352
$4.11K ﹤0.01%
+936
353
$4.07K ﹤0.01%
+46
354
$4.07K ﹤0.01%
+13
355
$4.03K ﹤0.01%
+184
356
$3.97K ﹤0.01%
+58
357
$3.96K ﹤0.01%
+78
358
$3.93K ﹤0.01%
+177
359
$3.89K ﹤0.01%
+73
360
$3.87K ﹤0.01%
35
361
$3.84K ﹤0.01%
+330
362
$3.83K ﹤0.01%
33
363
$3.82K ﹤0.01%
+72
364
$3.81K ﹤0.01%
+27
365
$3.81K ﹤0.01%
+198
366
$3.8K ﹤0.01%
+26
367
$3.73K ﹤0.01%
+155
368
$3.72K ﹤0.01%
49
369
$3.71K ﹤0.01%
+54
370
$3.7K ﹤0.01%
+95
371
$3.69K ﹤0.01%
+145
372
$3.64K ﹤0.01%
67
373
$3.63K ﹤0.01%
+44
374
$3.63K ﹤0.01%
+90
375
$3.62K ﹤0.01%
+82
13 14
15
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