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
$2.78M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$506K
3
+$210K
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$130K
5
NKE icon
Nike
NKE
+$127K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 26.97%
2 Financials 21.32%
3 Consumer Discretionary 15.46%
4 Healthcare 3.6%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K 0.04%
+36
52
$1K 0.04%
+7
53
$1K 0.04%
+11
54
$1K 0.04%
+50
55
$1K 0.04%
+17
56
$1K 0.04%
+5
57
$1K 0.04%
+25
58
$1K 0.04%
+30
59
$1K 0.04%
+7
60
$1K 0.04%
+5
61
$1K 0.04%
+10
62
$1K 0.04%
+30
63
$1K 0.04%
+11
1 2
3