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
476
$1.68K ﹤0.01%
+136
477
$1.68K ﹤0.01%
+37
478
$1.67K ﹤0.01%
+144
479
$1.65K ﹤0.01%
+14
480
$1.64K ﹤0.01%
+23
481
$1.61K ﹤0.01%
+35
482
$1.57K ﹤0.01%
+36
483
$1.56K ﹤0.01%
+74
484
$1.56K ﹤0.01%
+18
485
$1.56K ﹤0.01%
+44
486
$1.55K ﹤0.01%
+25
487
$1.54K ﹤0.01%
+32
488
$1.54K ﹤0.01%
+12
489
$1.52K ﹤0.01%
+73
490
$1.51K ﹤0.01%
+6
491
$1.51K ﹤0.01%
+97
492
$1.49K ﹤0.01%
30
493
$1.46K ﹤0.01%
+7
494
$1.42K ﹤0.01%
+9
495
$1.41K ﹤0.01%
+20
496
$1.4K ﹤0.01%
+46
497
$1.37K ﹤0.01%
+13
498
$1.34K ﹤0.01%
+8
499
$1.33K ﹤0.01%
+20
500
$1.32K ﹤0.01%
+125
18 19
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