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
401
$3.14K ﹤0.01%
+95
402
$3.13K ﹤0.01%
+102
403
$3.04K ﹤0.01%
+19
404
$3.02K ﹤0.01%
+58
405
$3K ﹤0.01%
+78
406
$2.99K ﹤0.01%
+20
407
$2.98K ﹤0.01%
+64
408
$2.96K ﹤0.01%
+127
409
$2.94K ﹤0.01%
68
-57
410
$2.91K ﹤0.01%
34
+4
411
$2.87K ﹤0.01%
39
412
$2.85K ﹤0.01%
+54
413
$2.81K ﹤0.01%
14
+9
414
$2.81K ﹤0.01%
+31
415
$2.77K ﹤0.01%
+8
416
$2.76K ﹤0.01%
1,248
417
$2.75K ﹤0.01%
+12
418
$2.72K ﹤0.01%
+69
419
$2.71K ﹤0.01%
+34
420
$2.67K ﹤0.01%
+153
421
$2.65K ﹤0.01%
+41
422
$2.64K ﹤0.01%
91
423
$2.64K ﹤0.01%
+34
424
$2.63K ﹤0.01%
+44
425
$2.62K ﹤0.01%
+64
15 16
17
18 19