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
601
$613 ﹤0.01%
+7
602
$612 ﹤0.01%
+12
603
$612 ﹤0.01%
11
604
$612 ﹤0.01%
+7
605
$611 ﹤0.01%
+18
606
$610 ﹤0.01%
+5
607
$606 ﹤0.01%
+14
608
$605 ﹤0.01%
+53
609
$602 ﹤0.01%
+195
610
$601 ﹤0.01%
+21
611
$599 ﹤0.01%
+16
612
$599 ﹤0.01%
+8
613
$598 ﹤0.01%
+46
614
$597 ﹤0.01%
+17
615
$593 ﹤0.01%
+20
616
$592 ﹤0.01%
+3
617
$589 ﹤0.01%
+18
618
$588 ﹤0.01%
+15
619
$588 ﹤0.01%
+8
620
$587 ﹤0.01%
+11
621
$586 ﹤0.01%
+35
622
$586 ﹤0.01%
36
623
$586 ﹤0.01%
+8
624
$585 ﹤0.01%
+4
625
$584 ﹤0.01%
4
23 24
25
26 27