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
$219M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.91M
3
+$3.26M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.6M
5
AON icon
Aon
AON
+$2.14M

Top Sells

1
+$21.2M
2
+$2.37M
3
+$2.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.89M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.42M

Sector Composition

1 Technology 13.23%
2 Consumer Discretionary 6.8%
3 Healthcare 6.72%
4 Financials 6.27%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.58%
5,981
+3,468
27
$1.21M 0.55%
15,138
-94
28
$1.19M 0.54%
2,691
+798
29
$1.1M 0.5%
2,245
+638
30
$1.09M 0.5%
4,348
-415
31
$1.09M 0.5%
3,233
+2,075
32
$1.03M 0.47%
13,079
-18
33
$967K 0.44%
3,289
+372
34
$929K 0.42%
1,857
+1,317
35
$922K 0.42%
16,363
+85
36
$920K 0.42%
4,671
+3,361
37
$836K 0.38%
22,570
-5
38
$832K 0.38%
2,345
+1,089
39
$832K 0.38%
10,514
+3,594
40
$789K 0.36%
5,690
-1,052
41
$779K 0.36%
6,281
+2,322
42
$764K 0.35%
16,392
-75
43
$758K 0.35%
9,347
+2,719
44
$757K 0.35%
2,727
-706
45
$744K 0.34%
12,500
-6,152
46
$730K 0.33%
5,812
-599
47
$723K 0.33%
13,969
+8,990
48
$722K 0.33%
+6,630
49
$716K 0.33%
13,564
-6,742
50
$715K 0.33%
10,300
+6,116
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