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
626
$579 ﹤0.01%
+10
627
$578 ﹤0.01%
+4
628
$576 ﹤0.01%
+10
629
$574 ﹤0.01%
+3
630
$573 ﹤0.01%
+6
631
$571 ﹤0.01%
+114
632
$569 ﹤0.01%
+32
633
$564 ﹤0.01%
+15
634
$563 ﹤0.01%
+8
635
$563 ﹤0.01%
+68
636
$560 ﹤0.01%
+13
637
$560 ﹤0.01%
7
638
$558 ﹤0.01%
+7
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$555 ﹤0.01%
+77
640
$553 ﹤0.01%
+5
641
$549 ﹤0.01%
+115
642
$549 ﹤0.01%
+8
643
$545 ﹤0.01%
+15
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$544 ﹤0.01%
+25
645
$544 ﹤0.01%
+4
646
$543 ﹤0.01%
25
647
$542 ﹤0.01%
+25
648
$541 ﹤0.01%
+10
649
$537 ﹤0.01%
+7
650
$537 ﹤0.01%
+13
24 25
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