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
451
$2.18K ﹤0.01%
+6
452
$2.12K ﹤0.01%
+13
453
– –
0
454
$2.05K ﹤0.01%
62
455
$2.05K ﹤0.01%
27
456
$2.04K ﹤0.01%
118
457
$2.01K ﹤0.01%
+36
458
$1.97K ﹤0.01%
+27
459
$1.96K ﹤0.01%
+75
460
$1.95K ﹤0.01%
+33
461
$1.93K ﹤0.01%
+13
462
$1.93K ﹤0.01%
+12
463
$1.92K ﹤0.01%
+104
464
$1.91K ﹤0.01%
+55
465
$1.84K ﹤0.01%
+19
466
$1.83K ﹤0.01%
+28
467
$1.82K ﹤0.01%
+164
468
$1.76K ﹤0.01%
+25
469
$1.76K ﹤0.01%
+48
470
$1.75K ﹤0.01%
+17
471
$1.74K ﹤0.01%
+26
472
$1.73K ﹤0.01%
+160
473
$1.72K ﹤0.01%
+139
474
$1.71K ﹤0.01%
+45
475
$1.69K ﹤0.01%
+31
17 18
19
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