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
$210M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$21.2M
3
+$7.16M
4
AAPL icon
Apple
AAPL
+$2.62M
5
MSFT icon
Microsoft
MSFT
+$2.59M

Top Sells

1
+$29.5M
2
+$7.96M
3
+$4.83M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.19M
5
WEN icon
Wendy's
WEN
+$293K

Sector Composition

1 Consumer Discretionary 14.74%
2 Technology 7.75%
3 Financials 3.84%
4 Healthcare 3.83%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$974K 0.46%
+13,740
27
$967K 0.46%
+20,306
28
$962K 0.46%
24,687
+10,297
29
$946K 0.45%
6,046
+2,456
30
$927K 0.44%
+13,120
31
$913K 0.44%
+8,214
32
$892K 0.43%
+4,763
33
$892K 0.43%
+6,742
34
$860K 0.41%
+3,433
35
$858K 0.41%
16,278
+11,186
36
$838K 0.4%
+2,068
37
$827K 0.39%
19,125
-184,066
38
$803K 0.38%
22,575
+15,200
39
$751K 0.36%
+37,200
40
$738K 0.35%
+7,845
41
$700K 0.33%
+1,607
42
$686K 0.33%
+1,893
43
$657K 0.31%
+16,467
44
$629K 0.3%
+2,917
45
$629K 0.3%
+6,411
46
$626K 0.3%
+12,000
47
$612K 0.29%
+64,400
48
$600K 0.29%
+6,299
49
$598K 0.29%
4,107
50
$597K 0.28%
+6,691
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