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
701
$457 ﹤0.01%
+9
702
$456 ﹤0.01%
+8
703
$455 ﹤0.01%
+68
704
$451 ﹤0.01%
+17
705
$450 ﹤0.01%
16
-14
706
$450 ﹤0.01%
+12
707
$450 ﹤0.01%
+5
708
$448 ﹤0.01%
+5
709
$440 ﹤0.01%
+8
710
$435 ﹤0.01%
+6
711
$430 ﹤0.01%
+18
712
$429 ﹤0.01%
+14
713
$428 ﹤0.01%
+16
714
$421 ﹤0.01%
+81
715
$420 ﹤0.01%
+8
716
$419 ﹤0.01%
+11
717
$414 ﹤0.01%
+9
718
$411 ﹤0.01%
+5
719
$405 ﹤0.01%
+4
720
$401 ﹤0.01%
+3
721
$390 ﹤0.01%
+4
722
$388 ﹤0.01%
+33
723
$380 ﹤0.01%
+5
724
$362 ﹤0.01%
+5
725
$358 ﹤0.01%
+19
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