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
676
$503 ﹤0.01%
+8
677
$502 ﹤0.01%
+3
678
$500 ﹤0.01%
+11
679
$499 ﹤0.01%
+20
680
$497 ﹤0.01%
+10
681
$495 ﹤0.01%
+4
682
$491 ﹤0.01%
7
683
$490 ﹤0.01%
+10
684
$489 ﹤0.01%
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685
$488 ﹤0.01%
+5
686
$487 ﹤0.01%
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687
$483 ﹤0.01%
+143
688
$480 ﹤0.01%
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689
$478 ﹤0.01%
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690
$477 ﹤0.01%
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691
$476 ﹤0.01%
+46
692
$473 ﹤0.01%
+5
693
$472 ﹤0.01%
+4
694
$471 ﹤0.01%
+12
695
$471 ﹤0.01%
+30
696
$470 ﹤0.01%
+17
697
$470 ﹤0.01%
+8
698
$468 ﹤0.01%
+50
699
$467 ﹤0.01%
+10
700
$466 ﹤0.01%
+7
26 27
28
29 30