W
WealthStone Portfolio holdings
AUM
$287M
1-Year Return
57.08%
This Quarter Return
+0.57%
1 Year Return
+57.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
-$34.8M
(-16%)
Cap. Flow
+$105M
Cap. Flow
% of AUM
55.94%
Top 10 Holdings %
Top 10 Hldgs %
79.51%
Holding
1,014
New
32
Increased
3
Reduced
9
Closed
941
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$32.1M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$20.4M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$15.9M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.4M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$9.77M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.04M |
| 2 |
Mastercard
MA
|
$2M |
| 3 |
Mondelez International
MDLZ
|
$1.97M |
| 4 |
Johnson & Johnson
JNJ
|
$1.96M |
| 5 |
Coca-Cola
KO
|
$1.89M |
Sector Composition
| 1 | Technology | 1.75% |
| 2 | Consumer Discretionary | 1.22% |
| 3 | Financials | 1.01% |
| 4 | Healthcare | 0.83% |
| 5 | Communication Services | 0.45% |
