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
526
$1.08K ﹤0.01%
+18
527
$1.06K ﹤0.01%
17
528
$1.05K ﹤0.01%
+70
529
$1.05K ﹤0.01%
+8
530
$1.04K ﹤0.01%
29
-1
531
$1.03K ﹤0.01%
+11
532
$1.01K ﹤0.01%
+34
533
$1.01K ﹤0.01%
+143
534
$991 ﹤0.01%
+55
535
$980 ﹤0.01%
8
536
$972 ﹤0.01%
+40
537
$970 ﹤0.01%
19
+8
538
$947 ﹤0.01%
+11
539
$946 ﹤0.01%
+81
540
$939 ﹤0.01%
+50
541
$906 ﹤0.01%
+12
542
$895 ﹤0.01%
+25
543
$894 ﹤0.01%
+88
544
$886 ﹤0.01%
+16
545
$884 ﹤0.01%
+51
546
$863 ﹤0.01%
+14
547
$861 ﹤0.01%
+196
548
$857 ﹤0.01%
+30
549
$855 ﹤0.01%
+23
550
$854 ﹤0.01%
+17
20 21
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