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
551
$857 ﹤0.01%
+30
552
$855 ﹤0.01%
+23
553
$854 ﹤0.01%
+17
554
$851 ﹤0.01%
+20
555
$847 ﹤0.01%
+17
556
$841 ﹤0.01%
+17
557
$825 ﹤0.01%
+3
558
$819 ﹤0.01%
+249
559
$813 ﹤0.01%
+105
560
$810 ﹤0.01%
+5
561
$810 ﹤0.01%
+200
562
$809 ﹤0.01%
+7
563
$804 ﹤0.01%
+3
564
$794 ﹤0.01%
7
565
$791 ﹤0.01%
+45
566
$785 ﹤0.01%
17
567
$781 ﹤0.01%
+43
568
$780 ﹤0.01%
5
569
$777 ﹤0.01%
+7
570
$771 ﹤0.01%
+28
571
$751 ﹤0.01%
+4
572
$746 ﹤0.01%
+32
573
$744 ﹤0.01%
+30
574
$741 ﹤0.01%
+11
575
$735 ﹤0.01%
3
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