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
26
– –
0
27
$1.46M 0.65%
+14,943
28
$1.36M 0.61%
+13,461
29
$1.35M 0.61%
16,078
+14,575
30
$1.34M 0.6%
+2,846
31
$1.32M 0.59%
+12,326
32
$1.3M 0.58%
+9,912
33
$1.3M 0.58%
+692
34
– –
0
35
$1.22M 0.55%
+6,755
36
$1.21M 0.54%
+6,264
37
$1.2M 0.54%
+22,160
38
$1.16M 0.52%
+13,315
39
$1.14M 0.51%
+34,180
40
$1.13M 0.51%
+20,980
41
– –
0
42
$1.11M 0.5%
+85,085
43
– –
0
44
$1.09M 0.49%
+8,038
45
$1.03M 0.46%
+5,043
46
$978K 0.44%
+4,350
47
$961K 0.43%
15,500
+15,435
48
– –
0
49
$918K 0.41%
+11,686
50
$850K 0.38%
+1,685
1
2
3 4 5