W

WealthStone Portfolio holdings

AUM $287M
1-Year Est. Return 57.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.09%
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
+$2.53M
2
+$2.2M
3
+$1.96M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.94M
5
AMZN icon
Amazon
AMZN
+$1.93M

Top Sells

1
+$214K
2
+$88.9K
3
+$10.5K
4
AMGN icon
Amgen
AMGN
+$7.34K
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
501
$1.3K ﹤0.01%
+23
502
$1.29K ﹤0.01%
+38
503
$1.29K ﹤0.01%
+16
504
$1.27K ﹤0.01%
72
-41
505
$1.27K ﹤0.01%
+109
506
$1.26K ﹤0.01%
+54
507
$1.25K ﹤0.01%
+6
508
$1.25K ﹤0.01%
+71
509
$1.25K ﹤0.01%
+200
510
$1.23K ﹤0.01%
+42
511
$1.22K ﹤0.01%
+10
512
$1.22K ﹤0.01%
+50
513
$1.21K ﹤0.01%
+27
514
$1.21K ﹤0.01%
+153
515
$1.19K ﹤0.01%
+17
516
$1.18K ﹤0.01%
+13
517
$1.16K ﹤0.01%
+43
518
$1.16K ﹤0.01%
+25
519
$1.12K ﹤0.01%
+77
520
$1.11K ﹤0.01%
+13
521
$1.1K ﹤0.01%
+28
522
$1.1K ﹤0.01%
+8
523
$1.09K ﹤0.01%
+16
524
$1.09K ﹤0.01%
+9
525
$1.08K ﹤0.01%
+15
19 20
21
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