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
576
$712 ﹤0.01%
+23
577
$708 ﹤0.01%
+10
578
$701 ﹤0.01%
+3
579
$697 ﹤0.01%
+13
580
$695 ﹤0.01%
+4
581
$684 ﹤0.01%
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582
$680 ﹤0.01%
+4
583
$679 ﹤0.01%
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$676 ﹤0.01%
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585
$674 ﹤0.01%
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586
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587
$665 ﹤0.01%
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588
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592
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$638 ﹤0.01%
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596
$623 ﹤0.01%
10
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598
$617 ﹤0.01%
+4
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$617 ﹤0.01%
+18
600
$615 ﹤0.01%
+4
22 23
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