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
651
$541 ﹤0.01%
+10
652
$537 ﹤0.01%
+7
653
$537 ﹤0.01%
+13
654
$536 ﹤0.01%
+6
655
$530 ﹤0.01%
+15
656
$528 ﹤0.01%
+11
657
$528 ﹤0.01%
+186
658
$525 ﹤0.01%
+26
659
$521 ﹤0.01%
+4
660
$520 ﹤0.01%
+4
661
$520 ﹤0.01%
+14
662
$520 ﹤0.01%
+26
663
$518 ﹤0.01%
+11
664
$517 ﹤0.01%
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665
$517 ﹤0.01%
+5
666
$516 ﹤0.01%
+4
667
$514 ﹤0.01%
+3
668
$513 ﹤0.01%
14
669
$511 ﹤0.01%
+7
670
$511 ﹤0.01%
+58
671
$511 ﹤0.01%
+36
672
$511 ﹤0.01%
+3
673
$510 ﹤0.01%
+3
674
$507 ﹤0.01%
+7
675
$504 ﹤0.01%
+9
25 26
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