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
701
$462 ﹤0.01%
+109
702
$458 ﹤0.01%
+35
703
$457 ﹤0.01%
+5
704
$457 ﹤0.01%
+9
705
$456 ﹤0.01%
+8
706
$455 ﹤0.01%
+68
707
$451 ﹤0.01%
+17
708
$450 ﹤0.01%
+12
709
$450 ﹤0.01%
+5
710
$450 ﹤0.01%
16
-14
711
$448 ﹤0.01%
+5
712
$440 ﹤0.01%
+8
713
$435 ﹤0.01%
+6
714
$430 ﹤0.01%
+18
715
$429 ﹤0.01%
+14
716
$428 ﹤0.01%
+16
717
$421 ﹤0.01%
+81
718
$420 ﹤0.01%
+8
719
$419 ﹤0.01%
+11
720
$414 ﹤0.01%
+9
721
$411 ﹤0.01%
+5
722
$405 ﹤0.01%
+4
723
$401 ﹤0.01%
+3
724
$390 ﹤0.01%
+4
725
$388 ﹤0.01%
+33
27 28
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