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
626
$586 ﹤0.01%
+8
627
$585 ﹤0.01%
+4
628
$584 ﹤0.01%
4
629
$579 ﹤0.01%
+10
630
$578 ﹤0.01%
+4
631
$576 ﹤0.01%
+10
632
$574 ﹤0.01%
+3
633
$573 ﹤0.01%
+6
634
$571 ﹤0.01%
+114
635
$569 ﹤0.01%
+32
636
$564 ﹤0.01%
+15
637
$563 ﹤0.01%
+8
638
$563 ﹤0.01%
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$560 ﹤0.01%
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$560 ﹤0.01%
7
641
$558 ﹤0.01%
+7
642
$555 ﹤0.01%
+77
643
$553 ﹤0.01%
+5
644
$549 ﹤0.01%
+115
645
$549 ﹤0.01%
+8
646
$545 ﹤0.01%
+15
647
$544 ﹤0.01%
+25
648
$544 ﹤0.01%
+4
649
$543 ﹤0.01%
25
650
$542 ﹤0.01%
+25
24 25
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