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
651
$536 ﹤0.01%
+6
652
$530 ﹤0.01%
+15
653
$528 ﹤0.01%
+11
654
$528 ﹤0.01%
+186
655
$525 ﹤0.01%
+26
656
$521 ﹤0.01%
+4
657
$520 ﹤0.01%
+4
658
$520 ﹤0.01%
+14
659
$520 ﹤0.01%
+26
660
$518 ﹤0.01%
+11
661
$517 ﹤0.01%
+21
662
$517 ﹤0.01%
+5
663
$516 ﹤0.01%
+4
664
$514 ﹤0.01%
+3
665
$513 ﹤0.01%
14
666
$511 ﹤0.01%
+36
667
$511 ﹤0.01%
+3
668
$511 ﹤0.01%
+7
669
$511 ﹤0.01%
+58
670
$510 ﹤0.01%
+3
671
$507 ﹤0.01%
+7
672
$504 ﹤0.01%
+9
673
$503 ﹤0.01%
+8
674
$502 ﹤0.01%
+3
675
$500 ﹤0.01%
+11
25 26
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