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
376
$3.57K ﹤0.01%
+484
377
$3.57K ﹤0.01%
+60
378
$3.56K ﹤0.01%
+70
379
$3.56K ﹤0.01%
+247
380
$3.53K ﹤0.01%
+230
381
$3.52K ﹤0.01%
+42
382
$3.51K ﹤0.01%
+19
383
$3.49K ﹤0.01%
+17
384
$3.47K ﹤0.01%
+46
385
$3.47K ﹤0.01%
+23
386
$3.44K ﹤0.01%
+111
387
$3.44K ﹤0.01%
+28
388
$3.43K ﹤0.01%
+66
389
$3.43K ﹤0.01%
+110
390
$3.38K ﹤0.01%
+60
391
$3.33K ﹤0.01%
+129
392
– –
0
393
$3.31K ﹤0.01%
+42
394
$3.29K ﹤0.01%
+33
395
– –
0
396
$3.23K ﹤0.01%
+82
397
$3.21K ﹤0.01%
+28
398
$3.18K ﹤0.01%
+58
399
$3.15K ﹤0.01%
+74
400
$3.15K ﹤0.01%
+126
14 15
16
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