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
376
$3.56K ﹤0.01%
+70
377
$3.56K ﹤0.01%
+247
378
$3.53K ﹤0.01%
+230
379
$3.52K ﹤0.01%
+42
380
$3.51K ﹤0.01%
+19
381
$3.49K ﹤0.01%
+17
382
$3.47K ﹤0.01%
+46
383
$3.47K ﹤0.01%
+23
384
$3.44K ﹤0.01%
+111
385
$3.44K ﹤0.01%
+28
386
$3.43K ﹤0.01%
+66
387
$3.43K ﹤0.01%
+110
388
$3.38K ﹤0.01%
+60
389
$3.33K ﹤0.01%
+129
390
– –
0
391
$3.31K ﹤0.01%
+42
392
$3.29K ﹤0.01%
+33
393
– –
0
394
$3.23K ﹤0.01%
+82
395
$3.21K ﹤0.01%
+28
396
$3.18K ﹤0.01%
+58
397
$3.15K ﹤0.01%
+74
398
$3.15K ﹤0.01%
+126
399
$3.14K ﹤0.01%
+95
400
$3.13K ﹤0.01%
+102
14 15
16
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