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
$2.78M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$506K
3
+$210K
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$130K
5
NKE icon
Nike
NKE
+$127K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 26.97%
2 Financials 21.32%
3 Consumer Discretionary 15.46%
4 Healthcare 3.6%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4K 0.14%
+49
27
$3K 0.11%
+35
28
$3K 0.11%
+91
29
$3K 0.11%
+30
30
$3K 0.11%
+39
31
$3K 0.11%
+340
32
$2K 0.07%
+27
33
$2K 0.07%
+21
34
$2K 0.07%
+118
35
$2K 0.07%
+100
36
$2K 0.07%
+42
37
$2K 0.07%
+62
38
$2K 0.07%
+113
39
$2K 0.07%
+100
40
$2K 0.07%
+1,248
41
$1K 0.04%
+4
42
$1K 0.04%
+17
43
$1K 0.04%
+7
44
$1K 0.04%
+30
45
$1K 0.04%
+8
46
$1K 0.04%
+3
47
$1K 0.04%
+56
48
$1K 0.04%
+4
49
$1K 0.04%
+14
50
$1K 0.04%
+21
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