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
451
– –
0
452
$2.05K ﹤0.01%
62
453
$2.05K ﹤0.01%
27
454
$2.04K ﹤0.01%
118
455
$2.01K ﹤0.01%
+36
456
$1.97K ﹤0.01%
+27
457
$1.96K ﹤0.01%
+75
458
$1.95K ﹤0.01%
+33
459
$1.93K ﹤0.01%
+13
460
$1.93K ﹤0.01%
+12
461
$1.91K ﹤0.01%
+55
462
$1.84K ﹤0.01%
+19
463
$1.83K ﹤0.01%
+28
464
$1.82K ﹤0.01%
+164
465
$1.76K ﹤0.01%
+25
466
$1.76K ﹤0.01%
+48
467
$1.75K ﹤0.01%
+17
468
$1.74K ﹤0.01%
+26
469
$1.73K ﹤0.01%
+160
470
$1.72K ﹤0.01%
+139
471
$1.71K ﹤0.01%
+45
472
$1.69K ﹤0.01%
+31
473
$1.68K ﹤0.01%
+136
474
$1.68K ﹤0.01%
+37
475
$1.67K ﹤0.01%
+144
17 18
19
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