W
WealthStone Portfolio holdings
AUM
$287M
This Quarter Return
+12.34%
1 Year Return
+57.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.78M
AUM Growth
–
Cap. Flow
+$2.78M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.41%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Comcast
CMCSA
|
$742K |
| 2 |
NBT Bancorp
NBTB
|
$506K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$210K |
| 4 |
Amplify Alternative Harvest ETF
MJ
|
$130K |
| 5 |
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% |
