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
526
$1.09K ﹤0.01%
+16
527
$1.09K ﹤0.01%
+9
528
$1.08K ﹤0.01%
+15
529
$1.08K ﹤0.01%
+18
530
$1.06K ﹤0.01%
17
531
$1.05K ﹤0.01%
+70
532
$1.05K ﹤0.01%
+8
533
$1.04K ﹤0.01%
29
-1
534
$1.03K ﹤0.01%
+11
535
$1.01K ﹤0.01%
+34
536
$1.01K ﹤0.01%
+143
537
$991 ﹤0.01%
+55
538
$980 ﹤0.01%
8
539
$972 ﹤0.01%
+40
540
$970 ﹤0.01%
19
+8
541
$947 ﹤0.01%
+11
542
$946 ﹤0.01%
+81
543
$939 ﹤0.01%
+50
544
$906 ﹤0.01%
+12
545
$895 ﹤0.01%
+25
546
$894 ﹤0.01%
+88
547
$886 ﹤0.01%
+16
548
$884 ﹤0.01%
+51
549
$863 ﹤0.01%
+14
550
$861 ﹤0.01%
+196