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
501
$1.32K ﹤0.01%
+335
502
$1.31K ﹤0.01%
+16
503
$1.3K ﹤0.01%
+10
504
$1.3K ﹤0.01%
+23
505
$1.29K ﹤0.01%
+38
506
$1.29K ﹤0.01%
+16
507
$1.27K ﹤0.01%
72
-41
508
$1.27K ﹤0.01%
+109
509
$1.26K ﹤0.01%
+54
510
$1.25K ﹤0.01%
+6
511
$1.25K ﹤0.01%
+71
512
$1.25K ﹤0.01%
+200
513
$1.23K ﹤0.01%
+42
514
$1.22K ﹤0.01%
+10
515
$1.22K ﹤0.01%
+50
516
$1.21K ﹤0.01%
+27
517
$1.21K ﹤0.01%
+153
518
$1.19K ﹤0.01%
+17
519
$1.18K ﹤0.01%
+13
520
$1.16K ﹤0.01%
+43
521
$1.16K ﹤0.01%
+25
522
$1.12K ﹤0.01%
+77
523
$1.11K ﹤0.01%
+13
524
$1.1K ﹤0.01%
+28
525
$1.1K ﹤0.01%
+8
19 20
21
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