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
676
$499 ﹤0.01%
+20
677
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+10
678
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+4
679
$491 ﹤0.01%
7
680
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+10
681
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682
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683
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684
$483 ﹤0.01%
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685
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686
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687
$477 ﹤0.01%
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689
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$471 ﹤0.01%
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692
$471 ﹤0.01%
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693
$470 ﹤0.01%
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694
$470 ﹤0.01%
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695
$468 ﹤0.01%
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696
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+10
697
$466 ﹤0.01%
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698
$462 ﹤0.01%
+109
699
$458 ﹤0.01%
+35
700
$457 ﹤0.01%
+5
26 27
28
29 30