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
$188M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$20.4M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.4M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$9.77M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.96M
5
KO icon
Coca-Cola
KO
+$1.89M

Sector Composition

1 Technology 1.75%
2 Consumer Discretionary 1.22%
3 Financials 1.01%
4 Healthcare 0.83%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-102
502
– –
-7,556
503
– –
-508
504
– –
-865
505
– –
-15
506
– –
-631
507
– –
-14
508
– –
-4,033
509
– –
-36,504
510
– –
-14,943
511
– –
0
512
– –
0
513
– –
-27
514
– –
-109
515
– –
-6,264
516
– –
-43
517
– –
-27
518
– –
-30
519
– –
-297
520
– –
-25
521
– –
-3,528
522
– –
-33
523
– –
-4
524
– –
-148
525
– –
-82
19 20
21
22 23