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
526
-692
527
-21
528
-2,846
529
-46
530
-5,083
531
-262
532
-37
533
0
534
-67
535
-180
536
-40
537
-53
538
-15,787
539
-46
540
-15
541
-4
542
-17
543
-132
544
-91
545
-89
546
-809
547
-50
548
-814
549
-7,670
550
-97