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
426
$2.6K ﹤0.01%
+274
427
$2.58K ﹤0.01%
+16
428
$2.57K ﹤0.01%
+50
429
$2.56K ﹤0.01%
+14
430
$2.55K ﹤0.01%
+365
431
$2.55K ﹤0.01%
+340
432
$2.54K ﹤0.01%
+360
433
$2.52K ﹤0.01%
+3
434
$2.51K ﹤0.01%
+70
435
$2.51K ﹤0.01%
+13
436
$2.44K ﹤0.01%
+45
437
$2.44K ﹤0.01%
+15
438
$2.38K ﹤0.01%
+20
439
$2.36K ﹤0.01%
+89
440
$2.36K ﹤0.01%
+71
441
$2.3K ﹤0.01%
+45
442
$2.3K ﹤0.01%
+13
443
$2.29K ﹤0.01%
21
444
$2.27K ﹤0.01%
42
445
$2.26K ﹤0.01%
+25
446
$2.25K ﹤0.01%
+57
447
$2.23K ﹤0.01%
+753
448
$2.21K ﹤0.01%
+79
449
$2.2K ﹤0.01%
+184
450
$2.2K ﹤0.01%
+94
16 17
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