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
$169M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$340K
3
+$210K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$140K
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$84.7K

Top Sells

1
+$8.45M
2
+$3.38M
3
+$2.39M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.99M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.46M

Sector Composition

1 Technology 0.55%
2 Financials 0.54%
3 Communication Services 0.21%
4 Healthcare 0.12%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$400K 0.24%
6,813
+1
27
$390K 0.23%
1,719
-762
28
$340K 0.2%
+1,648
29
$310K 0.18%
5,726
-2,128
30
$270K 0.16%
1,452
+44
31
$250K 0.15%
1,759
-3,550
32
$240K 0.14%
1,366
+57
33
$210K 0.12%
+1,458
34
$10K 0.01%
1,067
35
– –
-7,926
36
– –
-8,167
37
– –
-10,400
38
– –
-18,563
39
– –
-7,576
40
– –
-18,632
41
– –
-5,940
42
– –
-1,851
43
– –
-9,897
44
– –
-14,056
45
– –
-24,452
46
– –
-973
47
– –
-13,330
48
– –
-158,227
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