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

Top Buys

1
+$32M
2
+$20.1M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.77M

Top Sells

1
+$2.02M
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
526
– –
-44
527
– –
-3
528
– –
0
529
– –
-5
530
– –
-33
531
– –
-11
532
– –
-14
533
– –
-115
534
– –
-204
535
– –
-73
536
– –
-1,685
537
– –
-274
538
– –
-44
539
– –
-20
540
– –
-1,151
541
– –
-50
542
– –
-4
543
– –
-1,146
544
– –
-10
545
– –
-4
546
– –
-38
547
– –
-27
548
– –
-204
549
– –
-21
550
– –
-36
20 21
22
23 24