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
$188M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$20.4M
3
+$15.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.4M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$9.77M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.96M
5
KO icon
Coca-Cola
KO
+$1.89M

Sector Composition

1 Technology 1.75%
2 Consumer Discretionary 1.22%
3 Financials 1.01%
4 Healthcare 0.83%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-35
702
– –
-58
703
– –
-73
704
– –
-7
705
– –
-2,826
706
– –
-8
707
– –
-17
708
– –
-35
709
– –
-23
710
– –
-7
711
– –
-20
712
– –
-27
713
– –
-46
714
– –
-13
715
– –
-325
716
– –
-45
717
– –
-643
718
– –
-5,043
719
– –
-77
720
– –
-448
721
– –
-31
722
– –
-13
723
– –
-11
724
– –
-3
725
– –
-192
27 28
29
30 31