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
426
$2.57K ﹤0.01%
+50
427
$2.56K ﹤0.01%
+14
428
$2.55K ﹤0.01%
+365
429
$2.55K ﹤0.01%
+340
430
$2.54K ﹤0.01%
+371
431
$2.52K ﹤0.01%
+3
432
$2.51K ﹤0.01%
+70
433
$2.51K ﹤0.01%
+13
434
$2.44K ﹤0.01%
+45
435
$2.44K ﹤0.01%
+15
436
$2.38K ﹤0.01%
+20
437
$2.36K ﹤0.01%
+89
438
$2.36K ﹤0.01%
+71
439
$2.3K ﹤0.01%
+45
440
$2.3K ﹤0.01%
+13
441
$2.29K ﹤0.01%
21
442
$2.27K ﹤0.01%
42
443
$2.26K ﹤0.01%
+25
444
$2.25K ﹤0.01%
+57
445
$2.23K ﹤0.01%
+753
446
$2.21K ﹤0.01%
+79
447
$2.2K ﹤0.01%
+184
448
$2.2K ﹤0.01%
+94
449
$2.18K ﹤0.01%
+6
450
$2.12K ﹤0.01%
+13
16 17
18
19 20