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
601
$617 ﹤0.01%
+4
602
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603
$615 ﹤0.01%
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604
$613 ﹤0.01%
+7
605
$612 ﹤0.01%
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606
$612 ﹤0.01%
11
607
$612 ﹤0.01%
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$611 ﹤0.01%
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$610 ﹤0.01%
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$606 ﹤0.01%
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611
$605 ﹤0.01%
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$602 ﹤0.01%
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$601 ﹤0.01%
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$599 ﹤0.01%
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615
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$598 ﹤0.01%
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617
$597 ﹤0.01%
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$593 ﹤0.01%
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619
$592 ﹤0.01%
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620
$589 ﹤0.01%
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621
$588 ﹤0.01%
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622
$588 ﹤0.01%
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623
$587 ﹤0.01%
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624
$586 ﹤0.01%
+35
625
$586 ﹤0.01%
36
23 24
25
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