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
$188M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$20.4M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.4M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$9.77M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.96M
5
KO icon
Coca-Cola
KO
+$1.89M

Sector Composition

1 Technology 1.75%
2 Consumer Discretionary 1.22%
3 Financials 1.01%
4 Healthcare 0.83%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$683K 0.36%
8,167
+3
27
$658K 0.35%
+14,391
28
$625K 0.33%
5,309
-10
29
$607K 0.32%
+7,590
30
$604K 0.32%
+10,751
31
$600K 0.32%
7,926
-26
32
$525K 0.28%
+18,632
33
$516K 0.27%
2,481
-8,150
34
$514K 0.27%
14,056
35
$406K 0.22%
+7,256
36
$399K 0.21%
+6,812
37
$398K 0.21%
+5,940
38
$392K 0.21%
+7,854
39
$375K 0.2%
+5,435
40
$374K 0.2%
7,576
-118
41
$373K 0.2%
+9,086
42
$283K 0.15%
973
-1,835
43
$242K 0.13%
1,408
-10,548
44
$219K 0.12%
+1,309
45
$204K 0.11%
1,851
46
$7K ﹤0.01%
1,067
47
– –
-150
48
– –
-16
49
– –
-136
50
– –
-2
1
2
3 4 5