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
551
$851 ﹤0.01%
+20
552
$847 ﹤0.01%
+17
553
$841 ﹤0.01%
+17
554
$825 ﹤0.01%
+3
555
$819 ﹤0.01%
+249
556
$813 ﹤0.01%
+105
557
$810 ﹤0.01%
+5
558
$810 ﹤0.01%
+200
559
$809 ﹤0.01%
+7
560
$804 ﹤0.01%
+3
561
$794 ﹤0.01%
7
562
$791 ﹤0.01%
+45
563
$785 ﹤0.01%
17
564
$781 ﹤0.01%
+43
565
$780 ﹤0.01%
5
566
$777 ﹤0.01%
+7
567
$771 ﹤0.01%
+28
568
$751 ﹤0.01%
+4
569
$746 ﹤0.01%
+32
570
$744 ﹤0.01%
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571
$741 ﹤0.01%
+11
572
$735 ﹤0.01%
3
573
$730 ﹤0.01%
+6
574
$724 ﹤0.01%
+16
575
$716 ﹤0.01%
+3
21 22
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